IFP 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 | – | Sell |
-2
| Closed | -$82 | – | 2928 |
|
|
2025
Q1 | $82 | Hold |
2
| – | – | ﹤0.01% | 3913 |
|
|
2024
Q4 | $82 | Buy |
+2
| New | +$82 | ﹤0.01% | 4104 |
|
|
2024
Q3 | – | Sell |
-438
| Closed | -$14.4K | – | 3353 |
|
|
2024
Q2 | $14.4K | Buy |
438
+339
| +342% | +$11.1K | ﹤0.01% | 2206 |
|
|
2024
Q1 | $3.58K | Sell |
99
-1,074
| -92% | -$38.8K | ﹤0.01% | 2547 |
|
|
2023
Q4 | $39.7K | Buy |
1,173
+768
| +190% | +$26K | ﹤0.01% | 1634 |
|
|
2023
Q3 | $13.7K | Sell |
405
-238
| -37% | -$8.06K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $23K | Buy |
+643
| New | +$23K | ﹤0.01% | 1933 |
|
|
2023
Q1 | – | Sell |
-120
| Closed | -$3K | – | 3741 |
|
|
2022
Q4 | $3K | Sell |
120
-29
| -19% | -$725 | ﹤0.01% | 4002 |
|
|
2022
Q3 | $17K | Hold |
149
| – | – | ﹤0.01% | 3231 |
|
|
2022
Q2 | $17K | Hold |
149
| – | – | ﹤0.01% | 2986 |
|
|
2022
Q1 | $17K | Buy |
149
+123
| +473% | +$14K | ﹤0.01% | 2986 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 2945 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3759 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3498 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3409 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3300 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3173 |
|
|
2020
Q2 | – | Sell |
-1,808
| Closed | -$35K | – | 3050 |
|
|
2020
Q1 | $35K | Sell |
1,808
-1,440
| -44% | -$27.9K | ﹤0.01% | 1265 |
|
|
2019
Q4 | $107K | Buy |
3,248
+98
| +3% | +$3.23K | 0.01% | 910 |
|
|
2019
Q3 | $102K | Buy |
+3,150
| New | +$102K | 0.01% | 1050 |
|
|
2019
Q1 | $35K | Sell |
1,210
-2,050
| -63% | -$59.3K | ﹤0.01% | 1112 |
|
|
2018
Q4 | $86K | Sell |
3,260
-370
| -10% | -$9.76K | 0.01% | 1275 |
|
|
2018
Q3 | $88K | Buy |
3,630
+1,442
| +66% | +$35K | ﹤0.01% | 1554 |
|
|
2018
Q2 | $51K | Buy |
2,188
+1,478
| +208% | +$34.5K | ﹤0.01% | 1872 |
|
|
2018
Q1 | $26K | Hold |
710
| – | – | ﹤0.01% | 2214 |
|
|
2017
Q4 | $26K | Sell |
710
-500
| -41% | -$18.3K | ﹤0.01% | 2210 |
|
|
2017
Q3 | $36K | Sell |
1,210
-189
| -14% | -$5.62K | ﹤0.01% | 2183 |
|
|
2017
Q2 | $40K | Buy |
1,399
+374
| +36% | +$10.7K | ﹤0.01% | 2098 |
|
|
2017
Q1 | $27K | Buy |
1,025
+550
| +116% | +$14.5K | ﹤0.01% | 2282 |
|
|
2016
Q4 | $13K | Sell |
475
-15
| -3% | -$411 | ﹤0.01% | 2724 |
|
|
2016
Q3 | $15K | Buy |
490
+115
| +31% | +$3.52K | ﹤0.01% | 2568 |
|
|
2016
Q2 | $11K | Sell |
375
-835
| -69% | -$24.5K | ﹤0.01% | 2675 |
|
|
2016
Q1 | $35K | Buy |
1,210
+247
| +26% | +$7.15K | ﹤0.01% | 1112 |
|
|
2015
Q4 | $28K | Buy |
+963
| New | +$28K | ﹤0.01% | 1951 |
|