Cape Investment Advisory’s Federated Hermes FHI Stock Holding History

Cape Investment Advisory’s Portfolio FHI Stock Details FHI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$116K	Sell
2025 Q1	$131K	Buy
2024 Q4	$131K	Sell
2024 Q3	$151K	Sell
2024 Q2	$140K	Sell
2024 Q1	$190K	Sell
2023 Q4	$198K	Sell
2023 Q3	$200K	Buy