CAPTRUST Financial Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $979K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $128K | Buy |
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|
2021
Q3 | $104K | Buy |
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|
2021
Q2 | $109K | Sell |
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|
2021
Q1 | $101K | Buy |
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|
2020
Q4 | $78K | Buy |
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|
2020
Q3 | $56K | Buy |
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|
2020
Q2 | $58K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $29K | Sell |
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|
2019
Q1 | $50K | Buy |
|