United Capital Financial Advisors’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $174K | Sell |
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|
2023
Q2 | $179K | Sell |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $729K | Sell |
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|
2021
Q3 | $757K | Buy |
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|
2021
Q2 | $788K | Sell |
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|
2021
Q1 | $932K | Buy |
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|
2020
Q4 | $689K | Sell |
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|
2020
Q3 | $703K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $151K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Hold |
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|
2017
Q3 | $199K | Sell |
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|
2017
Q2 | $192K | Sell |
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|
2017
Q1 | $220K | Buy |
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|
2016
Q4 | $235K | Sell |
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|
2016
Q3 | $183K | Buy |
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|
2016
Q2 | $145K | Sell |
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|
2016
Q1 | $142K | Sell |
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|
2015
Q4 | $160K | Sell |
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|
2015
Q3 | $157K | Sell |
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|
2015
Q2 | $174K | Sell |
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|
2015
Q1 | $174K | Sell |
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|
2014
Q4 | $166K | Buy |
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|
2014
Q3 | $144K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $129K | Sell |
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|
2013
Q4 | $128K | Hold |
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|
2013
Q3 | $120K | Buy |
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|
2013
Q2 | $122K | Buy |
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