Summit Trail Advisors’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 | $496K | Buy |
+23,227
| New | +$496K | 0.01% | 741 |
|
|
2024
Q4 | – | Sell |
-12,819
| Closed | -$201K | – | 519 |
|
|
2024
Q3 | $201K | Sell |
12,819
-825
| -6% | -$12.9K | 0.01% | 676 |
|
|
2024
Q2 | $217K | Buy |
+13,644
| New | +$217K | 0.01% | 572 |
|
|
2023
Q4 | – | Sell |
-12,599
| Closed | -$141K | – | 571 |
|
|
2023
Q3 | $141K | Buy |
12,599
+345
| +3% | +$3.86K | 0.01% | 513 |
|
|
2023
Q2 | $140K | Buy |
+12,254
| New | +$140K | 0.01% | 509 |
|
|
2018
Q1 | – | Sell |
-833
| Closed | -$17K | – | 853 |
|
|
2017
Q4 | $17K | Buy |
+833
| New | +$17K | ﹤0.01% | 1078 |
|