Steward Partners Investment Advisory’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
13,318
-205
| -2% | -$4.35K | ﹤0.01% | 1582 |
|
|
2025
Q1 | $263K | Sell |
13,523
-2,208
| -14% | -$42.9K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $317K | Buy |
15,731
+571
| +4% | +$11.5K | ﹤0.01% | 1377 |
|
|
2024
Q3 | $235K | Sell |
15,160
-5,839
| -28% | -$90.7K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $331K | Sell |
20,999
-300
| -1% | -$4.73K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $328K | Buy |
21,299
+10,750
| +102% | +$166K | ﹤0.01% | 1222 |
|
|
2023
Q4 | $149K | Sell |
10,549
-1,124
| -10% | -$15.9K | ﹤0.01% | 1500 |
|
|
2023
Q3 | $129K | Buy |
11,673
+203
| +2% | +$2.24K | ﹤0.01% | 1464 |
|
|
2023
Q2 | $129K | Buy |
11,470
+3,785
| +49% | +$42.7K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $137K | Sell |
7,685
-1,803
| -19% | -$32.1K | ﹤0.01% | 1452 |
|
|
2022
Q4 | $232K | Buy |
9,488
+4,074
| +75% | +$99.8K | ﹤0.01% | 1178 |
|
|
2022
Q3 | $124K | Hold |
5,414
| – | – | ﹤0.01% | 1407 |
|
|
2022
Q2 | $118K | Sell |
5,414
-974
| -15% | -$21.2K | ﹤0.01% | 1434 |
|
|
2022
Q1 | $150K | Buy |
6,388
+4
| +0.1% | +$94 | ﹤0.01% | 1415 |
|
|
2021
Q4 | $104K | Buy |
6,384
+809
| +15% | +$13.2K | ﹤0.01% | 1585 |
|
|
2021
Q3 | $91K | Sell |
5,575
-49,820
| -90% | -$813K | ﹤0.01% | 1591 |
|
|
2021
Q2 | $957K | Buy |
55,395
+52,617
| +1,894% | +$909K | 0.02% | 684 |
|
|
2021
Q1 | $47K | Sell |
2,778
-608
| -18% | -$10.3K | ﹤0.01% | 2017 |
|
|
2020
Q4 | $43K | Sell |
3,386
-1,889
| -36% | -$24K | ﹤0.01% | 1729 |
|
|
2020
Q3 | $50K | Buy |
5,275
+3,659
| +226% | +$34.7K | ﹤0.01% | 1502 |
|
|
2020
Q2 | $16K | Buy |
1,616
+190
| +13% | +$1.88K | ﹤0.01% | 1851 |
|
|
2020
Q1 | $11K | Sell |
1,426
-484
| -25% | -$3.73K | ﹤0.01% | 1816 |
|
|
2019
Q4 | $31K | Sell |
1,910
-500
| -21% | -$8.12K | ﹤0.01% | 1601 |
|
|
2019
Q3 | $39K | Sell |
2,410
-189
| -7% | -$3.06K | ﹤0.01% | 1459 |
|
|
2019
Q2 | $38K | Buy |
+2,599
| New | +$38K | ﹤0.01% | 1438 |
|
|
2018
Q4 | – | Sell |
-50,147
| Closed | -$866K | – | 1233 |
|
|
2018
Q3 | $866K | Buy |
50,147
+43,372
| +640% | +$749K | 0.04% | 380 |
|
|
2018
Q2 | $121K | Buy |
6,775
+926
| +16% | +$16.5K | 0.01% | 786 |
|
|
2018
Q1 | $110K | Buy |
5,849
+3,513
| +150% | +$66.1K | 0.01% | 753 |
|
|
2017
Q4 | $46K | Buy |
+2,336
| New | +$46K | ﹤0.01% | 857 |
|