Summit Securities Group’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$10.1K | – | 743 |
|
|
2024
Q4 | $10.1K | Buy |
+500
| New | +$10.1K | ﹤0.01% | 341 |
|
|
2023
Q4 | – | Sell |
-14,800
| Closed | -$163K | – | 555 |
|
|
2023
Q3 | $163K | Buy |
14,800
+4,800
| +48% | +$52.9K | 0.02% | 80 |
|
|
2023
Q2 | $113K | Buy |
+10,000
| New | +$113K | 0.01% | 170 |
|
|
2023
Q1 | – | Sell |
-2,500
| Closed | -$61K | – | 794 |
|
|
2022
Q4 | $61K | Sell |
2,500
-3,800
| -60% | -$92.7K | ﹤0.01% | 469 |
|
|
2022
Q3 | $144K | Sell |
6,300
-126,000
| -95% | -$2.88M | 0.01% | 311 |
|
|
2022
Q2 | $2.89M | Buy |
132,300
+88,100
| +199% | +$1.93M | 0.36% | 19 |
|
|
2022
Q1 | $1.04M | Buy |
44,200
+16,900
| +62% | +$397K | 0.12% | 71 |
|
|
2021
Q4 | $446K | Buy |
27,300
+1,300
| +5% | +$21.2K | 0.02% | 238 |
|
|
2021
Q3 | $424K | Buy |
+26,000
| New | +$424K | 0.03% | 199 |
|
|
2021
Q1 | – | Sell |
-21,200
| Closed | -$271K | – | 306 |
|
|
2020
Q4 | $271K | Buy |
+21,200
| New | +$271K | 0.02% | 210 |
|