United Capital Financial 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 | $467K | Sell |
22,037
-536
| -2% | -$11.4K | ﹤0.01% | 796 |
|
|
2025
Q1 | $438K | Sell |
22,573
-4,016
| -15% | -$78K | ﹤0.01% | 778 |
|
|
2024
Q4 | $536K | Sell |
26,589
-73
| -0.3% | -$1.47K | ﹤0.01% | 713 |
|
|
2024
Q3 | $414K | Sell |
26,662
-1,371
| -5% | -$21.3K | ﹤0.01% | 779 |
|
|
2024
Q2 | $442K | Sell |
28,033
-2,129
| -7% | -$33.6K | ﹤0.01% | 730 |
|
|
2024
Q1 | $464K | Buy |
30,162
+9,318
| +45% | +$143K | ﹤0.01% | 747 |
|
|
2023
Q4 | $295K | Buy |
20,844
+5,046
| +32% | +$71.5K | ﹤0.01% | 877 |
|
|
2023
Q3 | $174K | Sell |
15,798
-49
| -0.3% | -$540 | ﹤0.01% | 809 |
|
|
2023
Q2 | $179K | Sell |
15,847
-18,192
| -53% | -$205K | ﹤0.01% | 862 |
|
|
2023
Q1 | $605K | Sell |
34,039
-8,957
| -21% | -$159K | ﹤0.01% | 686 |
|
|
2022
Q4 | $1.05M | Sell |
42,996
-30,932
| -42% | -$758K | 0.01% | 601 |
|
|
2022
Q3 | $1.69M | Sell |
73,928
-68
| -0.1% | -$1.56K | 0.01% | 502 |
|
|
2022
Q2 | $1.62M | Buy |
73,996
+28,225
| +62% | +$617K | 0.01% | 536 |
|
|
2022
Q1 | $1.08M | Buy |
45,771
+1,138
| +3% | +$26.7K | 0.01% | 647 |
|
|
2021
Q4 | $729K | Sell |
44,633
-1,863
| -4% | -$30.4K | ﹤0.01% | 766 |
|
|
2021
Q3 | $757K | Buy |
46,496
+887
| +2% | +$14.4K | ﹤0.01% | 746 |
|
|
2021
Q2 | $788K | Sell |
45,609
-9,518
| -17% | -$164K | ﹤0.01% | 756 |
|
|
2021
Q1 | $932K | Buy |
55,127
+1,164
| +2% | +$19.7K | 0.01% | 690 |
|
|
2020
Q4 | $689K | Sell |
53,963
-20,560
| -28% | -$263K | ﹤0.01% | 764 |
|
|
2020
Q3 | $703K | Buy |
+74,523
| New | +$703K | ﹤0.01% | 746 |
|
|
2019
Q3 | – | Sell |
-10,102
| Closed | -$151K | – | 1358 |
|
|
2019
Q2 | $151K | Buy |
+10,102
| New | +$151K | ﹤0.01% | 1365 |
|
|
2018
Q1 | – | Sell |
-10,366
| Closed | -$207K | – | 1320 |
|
|
2017
Q4 | $207K | Hold |
10,366
| – | – | ﹤0.01% | 1232 |
|
|
2017
Q3 | $199K | Sell |
10,366
-645
| -6% | -$12.4K | ﹤0.01% | 1239 |
|
|
2017
Q2 | $192K | Sell |
11,011
-874
| -7% | -$15.2K | ﹤0.01% | 1215 |
|
|
2017
Q1 | $220K | Buy |
11,885
+157
| +1% | +$2.91K | ﹤0.01% | 1159 |
|
|
2016
Q4 | $235K | Sell |
11,728
-319
| -3% | -$6.39K | ﹤0.01% | 1121 |
|
|
2016
Q3 | $183K | Buy |
12,047
+1,676
| +16% | +$25.5K | ﹤0.01% | 1199 |
|
|
2016
Q2 | $145K | Sell |
10,371
-461
| -4% | -$6.45K | ﹤0.01% | 1200 |
|
|
2016
Q1 | $142K | Sell |
10,832
-210
| -2% | -$2.75K | ﹤0.01% | 1160 |
|
|
2015
Q4 | $160K | Sell |
11,042
-7
| -0.1% | -$101 | ﹤0.01% | 1147 |
|
|
2015
Q3 | $157K | Sell |
11,049
-33
| -0.3% | -$469 | ﹤0.01% | 1183 |
|
|
2015
Q2 | $174K | Sell |
11,082
-1,117
| -9% | -$17.5K | ﹤0.01% | 1197 |
|
|
2015
Q1 | $174K | Sell |
12,199
-23
| -0.2% | -$328 | ﹤0.01% | 1193 |
|
|
2014
Q4 | $166K | Buy |
12,222
+473
| +4% | +$6.42K | ﹤0.01% | 1113 |
|
|
2014
Q3 | $144K | Buy |
+11,749
| New | +$144K | ﹤0.01% | 1066 |
|
|
2014
Q2 | – | Sell |
-10,433
| Closed | -$129K | – | 845 |
|
|
2014
Q1 | $129K | Sell |
10,433
-514
| -5% | -$6.36K | ﹤0.01% | 902 |
|
|
2013
Q4 | $128K | Hold |
10,947
| – | – | ﹤0.01% | 622 |
|
|
2013
Q3 | $120K | Buy |
10,947
+16
| +0.1% | +$175 | ﹤0.01% | 661 |
|
|
2013
Q2 | $122K | Buy |
+10,931
| New | +$122K | ﹤0.01% | 676 |
|