Cape Investment Advisory’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 | $116K | Sell |
2,625
-580
| -18% | -$25.7K | 0.04% | 243 |
|
|
2025
Q1 | $131K | Buy |
3,205
+13
| +0.4% | +$530 | 0.05% | 220 |
|
|
2024
Q4 | $131K | Sell |
3,192
-901
| -22% | -$37K | 0.05% | 218 |
|
|
2024
Q3 | $151K | Sell |
4,093
-177
| -4% | -$6.51K | 0.06% | 197 |
|
|
2024
Q2 | $140K | Sell |
4,270
-982
| -19% | -$32.3K | 0.06% | 188 |
|
|
2024
Q1 | $190K | Sell |
5,252
-588
| -10% | -$21.2K | 0.09% | 149 |
|
|
2023
Q4 | $198K | Sell |
5,840
-60
| -1% | -$2.03K | 0.1% | 148 |
|
|
2023
Q3 | $200K | Buy |
+5,900
| New | +$200K | 0.11% | 135 |
|