WBI Investments’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 |
-69,274
| Closed | -$1.07M | – | 189 |
|
|
2024
Q1 | $1.07M | Sell |
69,274
-6,903
| -9% | -$106K | 0.22% | 104 |
|
|
2023
Q4 | $1.08M | Buy |
+76,177
| New | +$1.08M | 0.22% | 108 |
|
|
2022
Q1 | – | Sell |
-56,721
| Closed | -$926K | – | 199 |
|
|
2021
Q4 | $926K | Buy |
56,721
+17,583
| +45% | +$287K | 0.15% | 104 |
|
|
2021
Q3 | $637K | Sell |
39,138
-23,419
| -37% | -$381K | 0.11% | 122 |
|
|
2021
Q2 | $1.08M | Buy |
62,557
+26,328
| +73% | +$455K | 0.17% | 99 |
|
|
2021
Q1 | $613K | Sell |
36,229
-2,475
| -6% | -$41.9K | 0.1% | 132 |
|
|
2020
Q4 | $494K | Sell |
38,704
-4,072
| -10% | -$52K | 0.07% | 122 |
|
|
2020
Q3 | $403K | Buy |
+42,776
| New | +$403K | 0.06% | 88 |
|
|
2020
Q1 | – | Sell |
-82,433
| Closed | -$1.37M | – | 136 |
|
|
2019
Q4 | $1.37M | Buy |
82,433
+57,538
| +231% | +$953K | 0.15% | 108 |
|
|
2019
Q3 | $403K | Sell |
24,895
-37,565
| -60% | -$608K | 0.04% | 167 |
|
|
2019
Q2 | $933K | Buy |
+62,460
| New | +$933K | 0.08% | 155 |
|