SFWA
Summit Financial Wealth Advisors’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.89M | Sell |
97,178
-700
| -0.7% | -$13.6K | 0.37% | 41 |
|
|
2024
Q4 | $2.1M | Sell |
97,878
-8,236
| -8% | -$177K | 0.41% | 41 |
|
|
2024
Q3 | $1.65M | Sell |
106,114
-1,500
| -1% | -$23.3K | 0.31% | 44 |
|
|
2024
Q2 | $1.7M | Sell |
107,614
-4,000
| -4% | -$63.1K | 0.34% | 41 |
|
|
2024
Q1 | $1.72M | Sell |
111,614
-307
| -0.3% | -$4.73K | 0.35% | 40 |
|
|
2023
Q4 | $1.58M | Sell |
111,921
-240
| -0.2% | -$3.4K | 0.36% | 40 |
|
|
2023
Q3 | $1.29M | Sell |
112,161
-15,334
| -12% | -$176K | 0.32% | 43 |
|
|
2023
Q2 | $1.44M | Sell |
127,495
-917
| -0.7% | -$10.3K | 0.33% | 43 |
|
|
2023
Q1 | $2.28M | Sell |
128,412
-6,225
| -5% | -$111K | 0.54% | 36 |
|
|
2022
Q4 | $3.3M | Sell |
134,637
-1,856
| -1% | -$45.5K | 0.8% | 30 |
|
|
2022
Q3 | $3.32M | Hold |
136,493
| – | – | 0.95% | 28 |
|
|
2022
Q2 | $3.02M | Sell |
136,493
-903
| -0.7% | -$20K | 0.72% | 31 |
|
|
2022
Q1 | $3.23M | Sell |
137,396
-15,241
| -10% | -$358K | 0.65% | 34 |
|
|
2021
Q4 | $2.66M | Buy |
152,637
+20,781
| +16% | +$362K | 0.51% | 37 |
|
|
2021
Q3 | $2.15M | Buy |
131,856
+16,828
| +15% | +$274K | 0.49% | 37 |
|
|
2021
Q2 | $1.99M | Sell |
115,028
-24,090
| -17% | -$416K | 0.45% | 37 |
|
|
2021
Q1 | $1.78M | Buy |
139,118
+77,608
| +126% | +$990K | 0.45% | 35 |
|
|
2020
Q4 | $580K | Sell |
61,510
-43,093
| -41% | -$406K | 0.16% | 59 |
|
|
2020
Q3 | $1.12M | Buy |
104,603
+23,997
| +30% | +$256K | 0.3% | 46 |
|
|
2020
Q2 | $711K | Buy |
+80,606
| New | +$711K | 0.19% | 60 |
|