Trivium Point Advisory’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 |
-49,879
| Closed | -$562K | – | 196 |
|
2023
Q2 | $562K | Sell |
49,879
-25,469
| -34% | -$287K | 0.15% | 145 |
|
2023
Q1 | $1.34M | Buy |
75,348
+1,055
| +1% | +$18.8K | 0.36% | 92 |
|
2022
Q4 | $1.82M | Buy |
74,293
+682
| +0.9% | +$16.7K | 0.53% | 67 |
|
2022
Q3 | $1.7M | Sell |
73,611
-1,161
| -2% | -$26.7K | 0.53% | 64 |
|
2022
Q2 | $1.65M | Sell |
74,772
-828
| -1% | -$18.3K | 0.5% | 69 |
|
2022
Q1 | $1.78M | Sell |
75,600
-3,721
| -5% | -$87.5K | 0.39% | 85 |
|
2021
Q4 | $1.3M | Sell |
79,321
-1,550
| -2% | -$25.3K | 0.27% | 108 |
|
2021
Q3 | $1.34M | Buy |
+80,871
| New | +$1.34M | 0.32% | 101 |
|