Summit X LLC’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-16,298
| Closed | -$184K | – | 219 |
|
2023
Q2 | $184K | Sell |
16,298
-9,222
| -36% | -$104K | 0.04% | 261 |
|
2023
Q1 | $454K | Sell |
25,520
-1,265
| -5% | -$22.5K | 0.12% | 162 |
|
2022
Q4 | $586K | Sell |
26,785
-110
| -0.4% | -$2.41K | 0.17% | 128 |
|
2022
Q3 | $613K | Buy |
26,895
+110
| +0.4% | +$2.51K | 0.18% | 126 |
|
2022
Q2 | $589K | Hold |
26,785
| – | – | 0.17% | 128 |
|
2022
Q1 | $633K | Buy |
26,785
+1,110
| +4% | +$26.2K | 0.16% | 133 |
|
2021
Q4 | $417K | Sell |
25,675
-345
| -1% | -$5.6K | 0.1% | 191 |
|
2021
Q3 | $423K | Buy |
+26,020
| New | +$423K | 0.11% | 190 |
|