Lindbrook Capital’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $223K | Buy |
5,479
+5,475
| +136,875% | +$223K | 0.02% | 382 |
|
2024
Q4 | $164 | Buy |
+4
| New | +$164 | ﹤0.01% | 2721 |
|
2024
Q3 | – | Sell |
-72
| Closed | -$2.37K | – | 2858 |
|
2024
Q2 | $2.37K | Buy |
72
+50
| +227% | +$1.64K | ﹤0.01% | 2291 |
|
2024
Q1 | $795 | Hold |
22
| – | – | ﹤0.01% | 2457 |
|
2023
Q4 | $745 | Sell |
22
-75
| -77% | -$2.54K | ﹤0.01% | 2528 |
|
2023
Q3 | $3.29K | Sell |
97
-32
| -25% | -$1.08K | ﹤0.01% | 1949 |
|
2023
Q2 | $4.63K | Hold |
129
| – | – | ﹤0.01% | 1844 |
|
2023
Q1 | $5.18K | Hold |
129
| – | – | ﹤0.01% | 1839 |
|
2022
Q4 | $4.68K | Buy |
129
+82
| +174% | +$2.98K | ﹤0.01% | 1861 |
|
2022
Q3 | $2K | Buy |
47
+31
| +194% | +$1.32K | ﹤0.01% | 2047 |
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2229 |
|
2022
Q1 | – | Sell |
-54
| Closed | -$2K | – | 2525 |
|
2021
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 1770 |
|
2021
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 1533 |
|
2021
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 1584 |
|
2021
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1538 |
|
2020
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 1441 |
|
2020
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 1550 |
|
2020
Q2 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1549 |
|