Foundation Resource 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 | $17.7M | Sell |
398,513
-3,165
| -0.8% | -$140K | 2.73% | 13 |
|
|
2025
Q1 | $16.4M | Sell |
401,678
-13,899
| -3% | -$567K | 2.58% | 14 |
|
|
2024
Q4 | $17.1M | Sell |
415,577
-2,675
| -0.6% | -$110K | 2.85% | 11 |
|
|
2024
Q3 | $15.4M | Sell |
418,252
-651
| -0.2% | -$23.9K | 2.38% | 15 |
|
|
2024
Q2 | $13.8M | Buy |
418,903
+330
| +0.1% | +$10.9K | 2.2% | 16 |
|
|
2024
Q1 | $15.1M | Buy |
418,573
+3,994
| +1% | +$144K | 2.37% | 15 |
|
|
2023
Q4 | $14M | Buy |
414,579
+6,482
| +2% | +$219K | 2.24% | 17 |
|
|
2023
Q3 | $13.8M | Sell |
408,097
-1,624
| -0.4% | -$55K | 2.29% | 17 |
|
|
2023
Q2 | $14.7M | Buy |
409,721
+5,827
| +1% | +$209K | 2.45% | 18 |
|
|
2023
Q1 | $16.2M | Buy |
403,894
+3,658
| +0.9% | +$147K | 2.69% | 15 |
|
|
2022
Q4 | $14.5M | Buy |
400,236
+877
| +0.2% | +$31.8K | 2.4% | 16 |
|
|
2022
Q3 | $13.2M | Buy |
399,359
+5,506
| +1% | +$182K | 2.51% | 13 |
|
|
2022
Q2 | $12.5M | Buy |
393,853
+3,384
| +0.9% | +$108K | 2.23% | 15 |
|
|
2022
Q1 | $13.3M | Buy |
390,469
+9,600
| +3% | +$327K | 2.05% | 19 |
|
|
2021
Q4 | $14.3M | Buy |
380,869
+5,145
| +1% | +$193K | 2.78% | 14 |
|
|
2021
Q3 | $12.2M | Sell |
375,724
-223
| -0.1% | -$7.25K | 2.75% | 13 |
|
|
2021
Q2 | $12.7M | Sell |
375,947
-717
| -0.2% | -$24.3K | 2.86% | 15 |
|
|
2021
Q1 | $11.8M | Buy |
376,664
+133,902
| +55% | +$4.19M | 2.81% | 15 |
|
|
2020
Q4 | $7.01M | Buy |
242,762
+1,727
| +0.7% | +$49.9K | 1.83% | 22 |
|
|
2020
Q3 | $5.19M | Sell |
241,035
-480
| -0.2% | -$10.3K | 1.58% | 22 |
|
|
2020
Q2 | $5.72M | Sell |
241,515
-1,609
| -0.7% | -$38.1K | 1.76% | 21 |
|
|
2020
Q1 | $4.63M | Sell |
243,124
-39,005
| -14% | -$743K | 1.65% | 22 |
|
|
2019
Q4 | $9.2M | Sell |
282,129
-2,539
| -0.9% | -$82.8K | 2.08% | 19 |
|
|
2019
Q3 | $9.23M | Sell |
284,668
-3,363
| -1% | -$109K | 2.02% | 20 |
|
|
2019
Q2 | $9.36M | Sell |
288,031
-1,380
| -0.5% | -$44.9K | 1.91% | 19 |
|
|
2019
Q1 | $8.48M | Sell |
289,411
-14,032
| -5% | -$411K | 1.78% | 19 |
|
|
2018
Q4 | $8.06M | Buy |
303,443
+73,677
| +32% | +$1.96M | 1.74% | 19 |
|
|
2018
Q3 | $5.54M | Buy |
+229,766
| New | +$5.54M | 1.07% | 26 |
|