CIM Investment Management’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 | $598K | Buy |
14,004
+7,028
| +101% | +$300K | 0.11% | 160 |
|
|
2025
Q1 | $284K | Sell |
6,976
-166
| -2% | -$6.77K | 0.07% | 187 |
|
|
2024
Q4 | $294K | Hold |
7,142
| – | – | 0.09% | 190 |
|
|
2024
Q3 | $263K | Hold |
7,142
| – | – | 0.08% | 198 |
|
|
2024
Q2 | $235K | Sell |
7,142
-1,697
| -19% | -$55.8K | 0.07% | 208 |
|
|
2024
Q1 | $319K | Hold |
8,839
| – | – | 0.1% | 202 |
|
|
2023
Q4 | $299K | Hold |
8,839
| – | – | 0.1% | 201 |
|
|
2023
Q3 | $299K | Hold |
8,839
| – | – | 0.11% | 183 |
|
|
2023
Q2 | $317K | Sell |
8,839
-4,418
| -33% | -$158K | 0.11% | 176 |
|
|
2023
Q1 | $532K | Buy |
13,257
+455
| +4% | +$18.3K | 0.2% | 113 |
|
|
2022
Q4 | $465K | Hold |
12,802
| – | – | 0.18% | 122 |
|
|
2022
Q3 | $424K | Hold |
12,802
| – | – | 0.19% | 117 |
|
|
2022
Q2 | $407K | Hold |
12,802
| – | – | 0.17% | 129 |
|
|
2022
Q1 | $436K | Sell |
12,802
-1,492
| -10% | -$50.8K | 0.15% | 139 |
|
|
2021
Q4 | $537K | Buy |
14,294
+3,307
| +30% | +$124K | 0.16% | 133 |
|
|
2021
Q3 | $357K | Hold |
10,987
| – | – | 0.11% | 173 |
|
|
2021
Q2 | $373K | Hold |
10,987
| – | – | 0.12% | 175 |
|
|
2021
Q1 | $344K | Sell |
10,987
-6,474
| -37% | -$203K | 0.11% | 181 |
|
|
2020
Q4 | $504K | Hold |
17,461
| – | – | 0.16% | 119 |
|
|
2020
Q3 | $376K | Buy |
17,461
+254
| +1% | +$5.47K | 0.14% | 136 |
|
|
2020
Q2 | $408K | Buy |
+17,207
| New | +$408K | 0.16% | 125 |
|
|
2018
Q4 | – | Sell |
-18,242
| Closed | -$440K | – | 304 |
|
|
2018
Q3 | $440K | Buy |
18,242
+4,044
| +28% | +$97.5K | 0.16% | 180 |
|
|
2018
Q2 | $331K | Buy |
+14,198
| New | +$331K | 0.11% | 264 |
|