Janney Montgomery Scott’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 | $19.1M | Buy |
337,326
+86,658
| +35% | +$4.75M | 0.05% | 371 |
|
|
2025
Q4 | $13.1M | Sell |
250,668
-29,881
| -11% | -$1.52M | 0.03% | 501 |
|
|
2025
Q3 | $14.6M | Buy |
+280,549
| New | +$14.2M | 0.03% | 472 |
|
|
2025
Q1 | – | Sell |
-46,619
| Closed | -$1.92M | – | 2719 |
|
|
2024
Q4 | $1.92M | Sell |
46,619
-1,100
| -2% | -$44.4K | 0.01% | 1169 |
|
|
2024
Q3 | $1.75M | Sell |
47,719
-740
| -2% | -$25.3K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $1.59M | Sell |
48,459
-505
| -1% | -$16.9K | ﹤0.01% | 1203 |
|
|
2024
Q1 | $1.77M | Buy |
48,964
+112
| +0.2% | +$3.94K | 0.01% | 1212 |
|
|
2023
Q4 | $1.65M | Sell |
48,852
-383
| -0.8% | -$12.5K | 0.01% | 1196 |
|
|
2023
Q3 | $1.67M | Sell |
49,235
-1,027
| -2% | -$35.4K | 0.01% | 1097 |
|
|
2023
Q2 | $1.8M | Buy |
50,262
+2,379
| +5% | +$92K | 0.01% | 1122 |
|
|
2023
Q1 | $1.92M | Sell |
47,883
-1,235
| -3% | -$48.5K | 0.01% | 992 |
|
|
2022
Q4 | $1.78M | Buy |
49,118
+738
| +2% | +$25.9K | 0.01% | 1078 |
|
|
2022
Q3 | $1.6M | Buy |
48,380
+1,425
| +3% | +$48.6K | 0.01% | 1074 |
|
|
2022
Q2 | $1.5M | Sell |
46,955
-2,505
| -5% | -$79.4K | 0.01% | 1063 |
|
|
2022
Q1 | $1.69M | Sell |
49,460
-146
| -0.3% | -$4.97K | 0.01% | 990 |
|
|
2021
Q4 | $1.86M | Sell |
49,606
-600
| -1% | -$20.8K | 0.01% | 1018 |
|
|
2021
Q3 | $1.63M | Sell |
50,206
-1,917
| -4% | -$62.5K | 0.01% | 1040 |
|
|
2021
Q2 | $1.77M | Sell |
52,123
-58,941
| -53% | -$1.88M | 0.01% | 994 |
|
|
2021
Q1 | $3.48M | Buy |
111,064
+29,879
| +37% | +$878K | 0.02% | 676 |
|
|
2020
Q4 | $2.35M | Sell |
81,185
-4,302
| -5% | -$115K | 0.01% | 808 |
|
|
2020
Q3 | $1.84M | Sell |
85,487
-5,313
| -6% | -$126K | 0.01% | 828 |
|
|
2020
Q2 | $2.15M | Sell |
90,800
-17,442
| -16% | -$386K | 0.01% | 745 |
|
|
2020
Q1 | $2.06M | Buy |
108,242
+35,387
| +49% | +$1.05M | 0.02% | 688 |
|
|
2019
Q4 | $2.37M | Sell |
72,855
-6,263
| -8% | -$204K | 0.02% | 728 |
|
|
2019
Q3 | $2.56M | Sell |
79,118
-14,576
| -16% | -$479K | 0.02% | 660 |
|
|
2019
Q2 | $3.04M | Sell |
93,694
-63,061
| -40% | -$1.99M | 0.02% | 579 |
|
|
2019
Q1 | $4.59M | Buy |
156,755
+16,562
| +12% | +$460K | 0.04% | 423 |
|
|
2018
Q4 | $3.72M | Sell |
140,193
-4,812
| -3% | -$120K | 0.04% | 441 |
|
|
2018
Q3 | $3.5M | Sell |
145,005
-22,177
| -13% | -$522K | 0.03% | 508 |
|
|
2018
Q2 | $3.9M | Buy |
167,182
+21,807
| +15% | +$583K | 0.04% | 442 |
|
|
2018
Q1 | $4.86M | Buy |
145,375
+26,039
| +22% | +$885K | 0.05% | 381 |
|
|
2017
Q4 | $4.31M | Buy |
119,336
+229
| +0.2% | +$7.42K | 0.04% | 400 |
|
|
2017
Q3 | $3.54M | Buy |
119,107
+16,839
| +16% | +$473K | 0.04% | 419 |
|
|
2017
Q2 | $2.89M | Buy |
102,268
+28,774
| +39% | +$768K | 0.04% | 450 |
|
|
2017
Q1 | $1.94M | Buy |
73,494
+28,637
| +64% | +$767K | 0.03% | 568 |
|
|
2016
Q4 | $1.27M | Buy |
44,857
+15,781
| +54% | +$437K | 0.02% | 682 |
|
|
2016
Q3 | $862K | Sell |
29,076
-28,598
| -50% | -$896K | 0.02% | 723 |
|
|
2016
Q2 | $1.66M | Buy |
57,674
+34,053
| +144% | +$1.04M | 0.03% | 313 |
|
|
2016
Q1 | $681K | Sell |
23,621
-7,794
| -25% | -$205K | 0.02% | 646 |
|
|
2015
Q4 | $900K | Buy |
31,415
+9,265
| +42% | +$280K | 0.02% | 584 |
|
|
2015
Q3 | $640K | Buy |
22,150
+2,900
| +15% | +$92.9K | 0.02% | 712 |
|
|
2015
Q2 | $645K | Buy |
19,250
+9
| +0% | +$310 | 0.01% | 1029 |
|
|
2015
Q1 | $652K | Buy |
19,241
+2,325
| +14% | +$77.2K | 0.01% | 1164 |
|
|
2014
Q4 | $557K | Buy |
16,916
+4,052
| +31% | +$125K | 0.01% | 1246 |
|
|
2014
Q3 | $378K | Buy |
12,864
+2,000
| +18% | +$59.9K | 0.01% | 1480 |
|
|
2014
Q2 | $336K | Sell |
10,864
-1,112
| -9% | -$32.3K | 0.01% | 1535 |
|
|
2014
Q1 | $366K | Sell |
11,976
-221
| -2% | -$6.19K | 0.01% | 1320 |
|
|
2013
Q4 | $351K | Sell |
12,197
-472
| -4% | -$12.9K | 0.01% | 1321 |
|
|
2013
Q3 | $344K | Buy |
12,669
+3,286
| +35% | +$93.4K | 0.01% | 1242 |
|
|
2013
Q2 | $257K | Buy |
+9,383
| New | +$238K | 0.03% | 590 |
|
Other funds holding FHI
VPM
VCM
SDWMA
