Waddell & Associates’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,199
| Closed | -$157K | – | 143 |
|
|
2024
Q1 | $157K | Sell |
10,199
-19,806
| -66% | -$305K | 0.02% | 137 |
|
|
2023
Q4 | $431K | Sell |
30,005
-9,681
| -24% | -$139K | 0.06% | 85 |
|
|
2023
Q3 | $437K | Buy |
39,686
+1,513
| +4% | +$16.7K | 0.06% | 93 |
|
|
2023
Q2 | $430K | Buy |
38,173
+1,401
| +4% | +$15.8K | 0.06% | 87 |
|
|
2023
Q1 | $654K | Buy |
36,772
+50
| +0.1% | +$889 | 0.1% | 62 |
|
|
2022
Q4 | $900K | Sell |
36,722
-2,902
| -7% | -$71.1K | 0.15% | 47 |
|
|
2022
Q3 | $907K | Sell |
39,624
-354
| -0.9% | -$8.1K | 0.18% | 45 |
|
|
2022
Q2 | $874K | Buy |
+39,978
| New | +$874K | 0.18% | 47 |
|
|
2021
Q3 | – | Sell |
-24,175
| Closed | -$418 | – | 119 |
|
|
2021
Q2 | $418 | Buy |
+24,175
| New | +$418 | 0.06% | 71 |
|