TruWealth 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 | $279K | Hold |
13,162
| – | – | 0.02% | 143 |
|
|
2025
Q1 | $256K | Sell |
13,162
-5,000
| -28% | -$97.1K | 0.02% | 137 |
|
|
2024
Q4 | $366K | Hold |
18,162
| – | – | 0.02% | 120 |
|
|
2024
Q3 | $282K | Hold |
18,162
| – | – | 0.02% | 136 |
|
|
2024
Q2 | $286K | Sell |
18,162
-80
| -0.4% | -$1.26K | 0.02% | 131 |
|
|
2024
Q1 | $281K | Buy |
18,242
+80
| +0.4% | +$1.23K | 0.02% | 130 |
|
|
2023
Q4 | $257K | Hold |
18,162
| – | – | 0.02% | 128 |
|
|
2023
Q3 | $200K | Hold |
18,162
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $205K | Sell |
18,162
-860
| -5% | -$9.69K | 0.02% | 146 |
|
|
2023
Q1 | $338K | Buy |
19,022
+916
| +5% | +$16.3K | 0.03% | 107 |
|
|
2022
Q4 | $444K | Sell |
18,106
-1,080
| -6% | -$26.5K | 0.04% | 91 |
|
|
2022
Q3 | $439K | Hold |
19,186
| – | – | 0.05% | 83 |
|
|
2022
Q2 | $419K | Hold |
19,186
| – | – | 0.04% | 89 |
|
|
2022
Q1 | $451K | Buy |
19,186
+860
| +5% | +$20.2K | 0.05% | 77 |
|
|
2021
Q4 | $299K | Hold |
18,326
| – | – | 0.03% | 96 |
|
|
2021
Q3 | $299K | Hold |
18,326
| – | – | 0.03% | 95 |
|
|
2021
Q2 | $317K | Hold |
18,326
| – | – | 0.04% | 88 |
|
|
2021
Q1 | $310K | Hold |
18,326
| – | – | 0.04% | 84 |
|
|
2020
Q4 | $234K | Buy |
+18,326
| New | +$234K | 0.03% | 98 |
|