IFP 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 | $7.6K | Hold |
134
| – | – | ﹤0.01% | 3297 |
|
|
2025
Q4 | $6.98K | Buy |
134
+55
| +70% | +$2.79K | ﹤0.01% | 3246 |
|
|
2025
Q3 | $4.1K | Buy |
+79
| New | +$4.01K | ﹤0.01% | 3357 |
|
|
2025
Q2 | – | Sell |
-2
| Closed | -$82 | – | 2928 |
|
|
2025
Q1 | $82 | Hold |
2
| – | – | ﹤0.01% | 3913 |
|
|
2024
Q4 | $82 | Buy |
+2
| New | +$81 | ﹤0.01% | 4104 |
|
|
2024
Q3 | – | Sell |
-438
| Closed | -$14.4K | – | 3353 |
|
|
2024
Q2 | $14.4K | Buy |
438
+339
| +342% | +$11.4K | ﹤0.01% | 2206 |
|
|
2024
Q1 | $3.58K | Sell |
99
-1,074
| -92% | -$37.7K | ﹤0.01% | 2547 |
|
|
2023
Q4 | $39.7K | Buy |
1,173
+768
| +190% | +$25K | ﹤0.01% | 1634 |
|
|
2023
Q3 | $13.7K | Sell |
405
-238
| -37% | -$8.2K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $23K | Buy |
+643
| New | +$24.9K | ﹤0.01% | 1933 |
|
|
2023
Q1 | – | Sell |
-120
| Closed | -$3K | – | 3741 |
|
|
2022
Q4 | $3K | Sell |
120
-29
| -19% | -$1.02K | ﹤0.01% | 4002 |
|
|
2022
Q3 | $17K | Hold |
149
| – | – | ﹤0.01% | 3230 |
|
|
2022
Q2 | $17K | Hold |
149
| – | – | ﹤0.01% | 2985 |
|
|
2022
Q1 | $17K | Buy |
149
+123
| +473% | +$4.18K | ﹤0.01% | 2985 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$902 | ﹤0.01% | 2994 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3827 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3543 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3464 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3340 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3214 |
|
|
2020
Q2 | – | Sell |
-1,808
| Closed | -$40K | – | 3089 |
|
|
2020
Q1 | $35K | Sell |
1,808
-1,440
| -44% | -$42.7K | ﹤0.01% | 1268 |
|
|
2019
Q4 | $107K | Buy |
3,248
+98
| +3% | +$3.2K | 0.01% | 910 |
|
|
2019
Q3 | $102K | Buy |
+3,150
| New | +$103K | 0.01% | 1050 |
|
|
2019
Q1 | $35K | Sell |
1,210
-2,050
| -63% | -$56.9K | ﹤0.01% | 1112 |
|
|
2018
Q4 | $86K | Sell |
3,260
-370
| -10% | -$9.19K | 0.01% | 1283 |
|
|
2018
Q3 | $88K | Buy |
3,630
+1,442
| +66% | +$33.9K | ﹤0.01% | 1562 |
|
|
2018
Q2 | $51K | Buy |
2,188
+1,478
| +208% | +$39.5K | ﹤0.01% | 1891 |
|
|
2018
Q1 | $26K | Hold |
710
| – | – | ﹤0.01% | 2214 |
|
|
2017
Q4 | $26K | Sell |
710
-500
| -41% | -$16.2K | ﹤0.01% | 2243 |
|
|
2017
Q3 | $36K | Sell |
1,210
-189
| -14% | -$5.31K | ﹤0.01% | 2203 |
|
|
2017
Q2 | $40K | Buy |
1,399
+374
| +36% | +$9.99K | ﹤0.01% | 2114 |
|
|
2017
Q1 | $27K | Buy |
1,025
+550
| +116% | +$14.7K | ﹤0.01% | 2304 |
|
|
2016
Q4 | $13K | Sell |
475
-15
| -3% | -$415 | ﹤0.01% | 2747 |
|
|
2016
Q3 | $15K | Buy |
490
+115
| +31% | +$3.6K | ﹤0.01% | 2584 |
|
|
2016
Q2 | $11K | Sell |
375
-835
| -69% | -$25.5K | ﹤0.01% | 2687 |
|
|
2016
Q1 | $35K | Buy |
1,210
+247
| +26% | +$6.5K | ﹤0.01% | 1111 |
|
|
2015
Q4 | $28K | Buy |
+963
| New | +$29.1K | ﹤0.01% | 1964 |
|
Other funds holding FHI
VPM
VCM
SDWMA
