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