DIA
Dean Investment Associates’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
32,893
-2,703
| -8% | -$120K | 0.21% | 162 |
|
|
2025
Q1 | $1.45M | Sell |
35,596
-68,353
| -66% | -$2.79M | 0.21% | 170 |
|
|
2024
Q4 | $4.27M | Buy |
103,949
+42,921
| +70% | +$1.76M | 0.61% | 50 |
|
|
2024
Q3 | $2.24M | Sell |
61,028
-68,234
| -53% | -$2.51M | 0.3% | 159 |
|
|
2024
Q2 | $4.25M | Sell |
129,262
-3,820
| -3% | -$126K | 0.6% | 60 |
|
|
2024
Q1 | $4.81M | Buy |
133,082
+25,694
| +24% | +$928K | 0.66% | 49 |
|
|
2023
Q4 | $3.64M | Buy |
107,388
+20,499
| +24% | +$694K | 0.52% | 83 |
|
|
2023
Q3 | $2.94M | Buy |
86,889
+45,602
| +110% | +$1.54M | 0.48% | 81 |
|
|
2023
Q2 | $1.48M | Buy |
41,287
+9,993
| +32% | +$358K | 0.24% | 152 |
|
|
2023
Q1 | $1.26M | Sell |
31,294
-6,500
| -17% | -$261K | 0.2% | 172 |
|
|
2022
Q4 | $1.37M | Buy |
37,794
+11,355
| +43% | +$412K | 0.23% | 150 |
|
|
2022
Q3 | $876K | Buy |
+26,439
| New | +$876K | 0.18% | 185 |
|