Sugarloaf Wealth Management’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.07K | Sell |
53
-174
| -77% | -$3.5K | ﹤0.01% | 648 |
|
|
2024
Q3 | $3.53K | Hold |
227
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $3.58K | Buy |
227
+25
| +12% | +$394 | ﹤0.01% | 552 |
|
|
2024
Q1 | $3.11K | Hold |
202
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $2.86K | Hold |
202
| – | – | ﹤0.01% | 581 |
|
|
2023
Q3 | $2.23K | Hold |
202
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $2.28K | Hold |
202
| – | – | ﹤0.01% | 606 |
|
|
2023
Q1 | $3.59K | Hold |
202
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $4.95K | Hold |
202
| – | – | ﹤0.01% | 582 |
|
|
2022
Q3 | $5K | Hold |
202
| – | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $4K | Buy |
202
+28
| +16% | +$554 | ﹤0.01% | 619 |
|
|
2022
Q1 | $4K | Hold |
174
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 644 |
|
|
2021
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 635 |
|
|
2021
Q1 | $3 | Hold |
174
| – | – | ﹤0.01% | 628 |
|
|
2020
Q4 | $2K | Hold |
174
| – | – | ﹤0.01% | 630 |
|
|
2020
Q3 | $2K | Buy |
+174
| New | +$2K | ﹤0.01% | 611 |
|