HighTower Advisors’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 | $19.3M | Sell |
435,821
-3,432
| -0.8% | -$152K | 0.02% | 569 |
|
2025
Q1 | $17.9M | Buy |
439,253
+2,041
| +0.5% | +$83.2K | 0.02% | 571 |
|
2024
Q4 | $18M | Sell |
437,212
-13,313
| -3% | -$547K | 0.02% | 553 |
|
2024
Q3 | $16.6M | Sell |
450,525
-9,820
| -2% | -$361K | 0.02% | 574 |
|
2024
Q2 | $15.1M | Buy |
460,345
+20,346
| +5% | +$669K | 0.02% | 566 |
|
2024
Q1 | $15.9M | Sell |
439,999
-15,442
| -3% | -$558K | 0.03% | 544 |
|
2023
Q4 | $15.4M | Buy |
455,441
+656
| +0.1% | +$22.2K | 0.03% | 553 |
|
2023
Q3 | $15.4M | Buy |
454,785
+7,063
| +2% | +$239K | 0.03% | 531 |
|
2023
Q2 | $16.1M | Buy |
447,722
+20,766
| +5% | +$744K | 0.03% | 500 |
|
2023
Q1 | $17.1M | Buy |
426,956
+657
| +0.2% | +$26.4K | 0.04% | 448 |
|
2022
Q4 | $15.5M | Sell |
426,299
-21,633
| -5% | -$785K | 0.04% | 471 |
|
2022
Q3 | $14.8M | Buy |
447,932
+7,183
| +2% | +$238K | 0.04% | 432 |
|
2022
Q2 | $14M | Sell |
440,749
-11,466
| -3% | -$364K | 0.04% | 453 |
|
2022
Q1 | $15.4M | Sell |
452,215
-36,771
| -8% | -$1.25M | 0.03% | 469 |
|
2021
Q4 | $18.4M | Buy |
488,986
+14,068
| +3% | +$529K | 0.04% | 406 |
|
2021
Q3 | $15.4M | Buy |
474,918
+692
| +0.1% | +$22.5K | 0.04% | 400 |
|
2021
Q2 | $16.1M | Buy |
474,226
+36,199
| +8% | +$1.23M | 0.05% | 365 |
|
2021
Q1 | $13.7M | Buy |
438,027
+17,271
| +4% | +$541K | 0.04% | 385 |
|
2020
Q4 | $12.2M | Sell |
420,756
-46,558
| -10% | -$1.34M | 0.05% | 329 |
|
2020
Q3 | $10M | Buy |
467,314
+3,969
| +0.9% | +$85.3K | 0.05% | 344 |
|
2020
Q2 | $11M | Sell |
463,345
-1,347
| -0.3% | -$31.9K | 0.06% | 296 |
|
2020
Q1 | $8.84M | Buy |
464,692
+10,595
| +2% | +$202K | 0.06% | 296 |
|
2019
Q4 | $14.8M | Sell |
454,097
-80,508
| -15% | -$2.62M | 0.09% | 244 |
|
2019
Q3 | $17.3M | Sell |
534,605
-1,176
| -0.2% | -$38.1K | 0.09% | 225 |
|
2019
Q2 | $17.4M | Buy |
535,781
+62,721
| +13% | +$2.04M | 0.1% | 208 |
|
2019
Q1 | $13.9M | Sell |
473,060
-229
| -0% | -$6.72K | 0.09% | 235 |
|
2018
Q4 | $12.6M | Sell |
473,289
-7,150
| -1% | -$190K | 0.1% | 215 |
|
2018
Q3 | $11.6M | Buy |
480,439
+19,209
| +4% | +$463K | 0.08% | 268 |
|
2018
Q2 | $10.8M | Buy |
461,230
+90,526
| +24% | +$2.11M | 0.08% | 261 |
|
2018
Q1 | $12.4M | Buy |
370,704
+1,483
| +0.4% | +$49.6K | 0.1% | 215 |
|
2017
Q4 | $13.3M | Buy |
369,221
+14,241
| +4% | +$514K | 0.11% | 198 |
|
2017
Q3 | $10.5M | Buy |
354,980
+5,656
| +2% | +$168K | 0.09% | 241 |
|
2017
Q2 | $9.87M | Buy |
349,324
+4,348
| +1% | +$123K | 0.09% | 251 |
|
2017
Q1 | $9.09M | Buy |
344,976
+110,568
| +47% | +$2.91M | 0.09% | 242 |
|
2016
Q4 | $6.62M | Buy |
234,408
+24,424
| +12% | +$690K | 0.07% | 292 |
|
2016
Q3 | $6.23M | Buy |
209,984
+1,839
| +0.9% | +$54.5K | 0.07% | 294 |
|
2016
Q2 | $5.99M | Sell |
208,145
-34,965
| -14% | -$1.01M | 0.08% | 276 |
|
2016
Q1 | $7.02M | Sell |
243,110
-75,111
| -24% | -$2.17M | 0.02% | 252 |
|
2015
Q4 | $9.12M | Buy |
318,221
+17,067
| +6% | +$489K | 0.11% | 197 |
|
2015
Q3 | $8.71M | Buy |
301,154
+41,599
| +16% | +$1.2M | 0.12% | 191 |
|
2015
Q2 | $8.69M | Sell |
259,555
-3,082
| -1% | -$103K | 0.14% | 151 |
|
2015
Q1 | $8.9M | Buy |
262,637
+9,426
| +4% | +$319K | 0.13% | 169 |
|
2014
Q4 | $8.34M | Buy |
253,211
+50,197
| +25% | +$1.65M | 0.13% | 183 |
|
2014
Q3 | $5.96M | Buy |
203,014
+123,746
| +156% | +$3.63M | 0.1% | 237 |
|
2014
Q2 | $2.45M | Buy |
79,268
+25,788
| +48% | +$797K | 0.04% | 501 |
|
2014
Q1 | $1.63M | Buy |
53,480
+9,844
| +23% | +$301K | 0.03% | 571 |
|
2013
Q4 | $1.26M | Buy |
43,636
+17,309
| +66% | +$499K | 0.03% | 621 |
|
2013
Q3 | $715K | Sell |
26,327
-63,131
| -71% | -$1.71M | 0.02% | 716 |
|
2013
Q2 | $2.45M | Buy |
+89,458
| New | +$2.45M | 0.07% | 321 |
|