Lokken Investment Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,440
| Closed | -$326K | – | 119 |
|
|
2022
Q1 | $326K | Hold |
11,440
| – | – | 0.26% | 95 |
|
|
2021
Q4 | $430K | Hold |
11,440
| – | – | 0.31% | 67 |
|
|
2021
Q3 | $372K | Hold |
11,440
| – | – | 0.29% | 78 |
|
|
2021
Q2 | $388K | Buy |
11,440
+1,611
| +16% | +$54.6K | 0.32% | 77 |
|
|
2021
Q1 | $308K | Buy |
+9,829
| New | +$308K | 0.27% | 84 |
|