Kelly Financial Services’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-321
| Closed | -$10.6K | – | 311 |
|
|
2024
Q2 | $10.6K | Hold |
321
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $11.6K | Hold |
321
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $10.9K | Hold |
321
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $10.9K | Hold |
321
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $11.5K | Hold |
321
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $12.9K | Hold |
321
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $11.7K | Hold |
321
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $10.6K | Hold |
321
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $10.2K | Hold |
321
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $10.9K | Hold |
321
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $12.1K | Hold |
321
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $10.4K | Sell |
321
-10,571
| -97% | -$344K | 0.01% | 325 |
|
|
2021
Q2 | $321K | Buy |
10,892
+10,571
| +3,293% | +$312K | 0.01% | 235 |
|
|
2021
Q1 | $10.1K | Hold |
321
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $9.28K | Hold |
321
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $6.91K | Hold |
321
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $7.61K | Hold |
321
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $6.12K | Hold |
321
| – | – | 0.01% | 272 |
|
|
2019
Q4 | $10.5K | Hold |
321
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $10.4K | Hold |
321
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $10.4K | Hold |
321
| – | – | 0.01% | 218 |
|
|
2019
Q1 | $9.41K | Buy |
+321
| New | +$9.41K | 0.01% | 229 |
|