James Investment Research’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 | $350K | Hold |
7,896
| – | – | 0.04% | 257 |
|
|
2025
Q1 | $322K | Hold |
7,896
| – | – | 0.04% | 251 |
|
|
2024
Q4 | $325K | Hold |
7,896
| – | – | 0.04% | 260 |
|
|
2024
Q3 | $290K | Buy |
7,896
+700
| +10% | +$25.7K | 0.03% | 276 |
|
|
2024
Q2 | $237K | Sell |
7,196
-2
| -0% | -$66 | 0.03% | 287 |
|
|
2024
Q1 | $260K | Hold |
7,198
| – | – | 0.03% | 274 |
|
|
2023
Q4 | $244K | Hold |
7,198
| – | – | 0.03% | 269 |
|
|
2023
Q3 | $244K | Buy |
+7,198
| New | +$244K | 0.03% | 248 |
|
|
2019
Q1 | – | Sell |
-42,900
| Closed | -$1.14M | – | 849 |
|
|
2018
Q4 | $1.14M | Buy |
+42,900
| New | +$1.14M | 0.07% | 258 |
|
|
2018
Q2 | – | Sell |
-67,235
| Closed | -$2.25M | – | 822 |
|
|
2018
Q1 | $2.25M | Buy |
67,235
+3,030
| +5% | +$101K | 0.08% | 242 |
|
|
2017
Q4 | $2.32M | Buy |
64,205
+3,305
| +5% | +$119K | 0.08% | 227 |
|
|
2017
Q3 | $1.81M | Buy |
+60,900
| New | +$1.81M | 0.06% | 309 |
|