West Oak Capital’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,500
| Closed | -$52K | – | 314 |
|
|
2020
Q1 | $52K | Hold |
6,500
| – | – | 0.04% | 162 |
|
|
2019
Q4 | $108K | Hold |
6,500
| – | – | 0.06% | 139 |
|
|
2019
Q3 | $105K | Sell |
6,500
-2,857
| -31% | -$46.2K | 0.06% | 135 |
|
|
2019
Q2 | $140K | Hold |
9,357
| – | – | 0.08% | 122 |
|
|
2019
Q1 | $131K | Hold |
9,357
| – | – | 0.08% | 126 |
|
|
2018
Q4 | $123K | Hold |
9,357
| – | – | 0.09% | 125 |
|
|
2018
Q3 | $162K | Hold |
9,357
| – | – | 0.09% | 120 |
|
|
2018
Q2 | $167K | Hold |
9,357
| – | – | 0.1% | 118 |
|
|
2018
Q1 | $176K | Hold |
9,357
| – | – | 0.1% | 119 |
|
|
2017
Q4 | $187K | Hold |
9,357
| – | – | 0.11% | 117 |
|
|
2017
Q3 | $179K | Hold |
9,357
| – | – | 0.11% | 123 |
|
|
2017
Q2 | $163K | Hold |
9,357
| – | – | 0.1% | 128 |
|
|
2017
Q1 | $173K | Hold |
9,357
| – | – | 0.11% | 124 |
|
|
2016
Q4 | $187K | Hold |
9,357
| – | – | 0.13% | 118 |
|
|
2016
Q3 | $143K | Hold |
9,357
| – | – | 0.1% | 129 |
|
|
2016
Q2 | $129K | Hold |
9,357
| – | – | 0.09% | 123 |
|
|
2016
Q1 | $123K | Hold |
9,357
| – | – | 0.09% | 122 |
|
|
2015
Q4 | $136K | Hold |
9,357
| – | – | 0.11% | 115 |
|
|
2015
Q3 | $133K | Hold |
9,357
| – | – | 0.11% | 121 |
|
|
2015
Q2 | $147K | Hold |
9,357
| – | – | 0.11% | 114 |
|
|
2015
Q1 | $134K | Hold |
9,357
| – | – | 0.1% | 118 |
|
|
2014
Q4 | $127K | Hold |
9,357
| – | – | 0.09% | 115 |
|
|
2014
Q3 | $115K | Hold |
9,357
| – | – | 0.09% | 117 |
|
|
2014
Q2 | $111K | Hold |
9,357
| – | – | 0.08% | 118 |
|
|
2014
Q1 | $115K | Hold |
9,357
| – | – | 0.08% | 117 |
|
|
2013
Q4 | $109K | Hold |
9,357
| – | – | 0.08% | 115 |
|
|
2013
Q3 | $103K | Hold |
9,357
| – | – | 0.08% | 118 |
|
|
2013
Q2 | $105K | Buy |
+9,357
| New | +$105K | 0.09% | 116 |
|