Allworth Financial’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Buy |
357
+210
| +143% | +$9.32K | ﹤0.01% | 2651 |
|
|
2025
Q1 | $5.63K | Buy |
147
+22
| +18% | +$843 | ﹤0.01% | 2687 |
|
|
2024
Q4 | $4.75K | Hold |
125
| – | – | ﹤0.01% | 2783 |
|
|
2024
Q3 | $4.6K | Buy |
125
+13
| +12% | +$478 | ﹤0.01% | 2603 |
|
|
2024
Q2 | $3.87K | Buy |
112
+4
| +4% | +$138 | ﹤0.01% | 2635 |
|
|
2024
Q1 | $3.9K | Buy |
108
+100
| +1,250% | +$3.61K | ﹤0.01% | 2508 |
|
|
2023
Q4 | $271 | Sell |
8
-44
| -85% | -$1.49K | ﹤0.01% | 3251 |
|
|
2023
Q3 | $1.76K | Buy |
52
+48
| +1,200% | +$1.63K | ﹤0.01% | 2603 |
|
|
2023
Q2 | $144 | Sell |
4
-6
| -60% | -$216 | ﹤0.01% | 3146 |
|
|
2023
Q1 | $402 | Buy |
10
+6
| +150% | +$241 | ﹤0.01% | 2883 |
|
|
2022
Q4 | $145 | Hold |
4
| – | – | ﹤0.01% | 2865 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2796 |
|
|
2022
Q2 | – | Sell |
-391
| Closed | -$13K | – | 2520 |
|
|
2022
Q1 | $13K | Sell |
391
-375
| -49% | -$12.5K | ﹤0.01% | 1400 |
|
|
2021
Q4 | $29K | Buy |
766
+400
| +109% | +$15.1K | ﹤0.01% | 987 |
|
|
2021
Q3 | $12K | Buy |
+366
| New | +$12K | ﹤0.01% | 1221 |
|