Allworth Financial’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Buy |
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|
2025
Q1 | $5.63K | Buy |
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|
2024
Q4 | $4.75K | Hold |
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|
2024
Q3 | $4.6K | Buy |
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|
2024
Q2 | $3.87K | Buy |
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|
2024
Q1 | $3.9K | Buy |
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|
2023
Q4 | $271 | Sell |
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|
2023
Q3 | $1.76K | Buy |
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|
2023
Q2 | $144 | Sell |
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|
2023
Q1 | $402 | Buy |
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|
2022
Q4 | $145 | Hold |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $12K | Buy |
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