Jones Financial Companies’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 | $217K | Buy |
4,894
+1,951
| +66% | +$86.3K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $120K | Buy |
2,943
+297
| +11% | +$12.1K | ﹤0.01% | 1698 |
|
|
2024
Q4 | $109K | Buy |
2,646
+1,400
| +112% | +$57.6K | ﹤0.01% | 1596 |
|
|
2024
Q3 | $46.1K | Buy |
+1,246
| New | +$46.1K | ﹤0.01% | 1674 |
|
|
2021
Q2 | – | Sell |
-179
| Closed | -$6K | – | 690 |
|
|
2021
Q1 | $6K | Buy |
+179
| New | +$6K | ﹤0.01% | 596 |
|