Summit Financial Wealth Advisors’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.37M | Buy |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $3.32M | Hold |
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|
2022
Q2 | $3.02M | Sell |
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|
2022
Q1 | $3.23M | Sell |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $580K | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $711K | Buy |
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