Cambridge Investment Research Advisors’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 | $465K | Buy |
+10,482
| New | +$465K | ﹤0.01% | 2612 |
|
|
2025
Q1 | – | Sell |
-14,015
| Closed | -$576K | – | 3547 |
|
|
2024
Q4 | $576K | Buy |
+14,015
| New | +$576K | ﹤0.01% | 2301 |
|
|
2023
Q2 | – | Sell |
-8,604
| Closed | -$345K | – | 3215 |
|
|
2023
Q1 | $345K | Buy |
8,604
+1,884
| +28% | +$75.5K | ﹤0.01% | 2360 |
|
|
2022
Q4 | $244K | Buy |
+6,720
| New | +$244K | ﹤0.01% | 2594 |
|
|
2018
Q4 | – | Sell |
-9,526
| Closed | -$230K | – | 2192 |
|
|
2018
Q3 | $230K | Buy |
9,526
+938
| +11% | +$22.6K | ﹤0.01% | 1971 |
|
|
2018
Q2 | $200K | Sell |
8,588
-3,678
| -30% | -$85.7K | ﹤0.01% | 2017 |
|
|
2018
Q1 | $410K | Buy |
+12,266
| New | +$410K | ﹤0.01% | 1453 |
|