SUMMIT FINANCIAL WEALTH ADVISORS, LLC – First Horizon Corporation Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$3.31M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+4.76%
quarter
First Horizon Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 294K | $22.9 | 136.49K | |
| Q2 2022 | share | Decrease | -0.66% | -903 shares | -204K | $21.86 | 136.49K |
| Q1 2022 | share | Decrease | -9.99% | -15.24K shares | 571K | $23.49 | 137.39K |
| Q4 2021 | share | Increase | +15.76% | 20.78K shares | 508K | $16.37 | 152.63K |
| Q3 2021 | share | Increase | +14.63% | 16.82K shares | 160K | $16.29 | 131.85K |
| Q2 2021 | share | Decrease | -17.32% | -24.09K shares | 213K | $17.11 | 115.02K |
| Q1 2021 | share | Increase | +126.17% | 77.60K shares | 1.19M | $16.61 | 139.11K |
| Q4 2020 | share | Decrease | -41.20% | -43.09K shares | -538K | $12.43 | 61.51K |
| Q3 2020 | share | Increase | +29.77% | 23.99K shares | 407K | $9.08 | 104.60K |
| Q2 2020 | share | Increase | 0.00% | 80.60K shares | 711K | $9.43 | 80.60K |