LPL Financial’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 | $4.66M | Buy |
105,042
+13,568
| +15% | +$601K | ﹤0.01% | 2356 |
|
|
2025
Q1 | $3.73M | Buy |
91,474
+72,173
| +374% | +$2.94M | ﹤0.01% | 2390 |
|
|
2024
Q4 | $793K | Buy |
19,301
+3,792
| +24% | +$156K | ﹤0.01% | 3653 |
|
|
2024
Q3 | $570K | Buy |
15,509
+2,496
| +19% | +$91.8K | ﹤0.01% | 3826 |
|
|
2024
Q2 | $428K | Sell |
13,013
-4,188
| -24% | -$138K | ﹤0.01% | 3923 |
|
|
2024
Q1 | $621K | Buy |
17,201
+1,432
| +9% | +$51.7K | ﹤0.01% | 3553 |
|
|
2023
Q4 | $534K | Buy |
15,769
+2,510
| +19% | +$85K | ﹤0.01% | 3570 |
|
|
2023
Q3 | $449K | Buy |
13,259
+1,756
| +15% | +$59.5K | ﹤0.01% | 3545 |
|
|
2023
Q2 | $412K | Buy |
11,503
+754
| +7% | +$27K | ﹤0.01% | 3562 |
|
|
2023
Q1 | $431K | Buy |
+10,749
| New | +$431K | ﹤0.01% | 3434 |
|
|
2021
Q4 | – | Sell |
-18,034
| Closed | -$586K | – | 4363 |
|
|
2021
Q3 | $586K | Sell |
18,034
-574
| -3% | -$18.7K | ﹤0.01% | 3057 |
|
|
2021
Q2 | $631K | Buy |
+18,608
| New | +$631K | ﹤0.01% | 2945 |
|
|
2020
Q1 | – | Sell |
-7,621
| Closed | -$248K | – | 3279 |
|
|
2019
Q4 | $248K | Sell |
7,621
-288
| -4% | -$9.37K | ﹤0.01% | 2913 |
|
|
2019
Q3 | $256K | Sell |
7,909
-778
| -9% | -$25.2K | ﹤0.01% | 2799 |
|
|
2019
Q2 | $282K | Buy |
8,687
+1,089
| +14% | +$35.4K | ﹤0.01% | 2734 |
|
|
2019
Q1 | $223K | Buy |
+7,598
| New | +$223K | ﹤0.01% | 2845 |
|
|
2018
Q2 | – | Sell |
-13,427
| Closed | -$448K | – | 3211 |
|
|
2018
Q1 | $448K | Sell |
13,427
-3,259
| -20% | -$109K | ﹤0.01% | 2238 |
|
|
2017
Q4 | $602K | Buy |
+16,686
| New | +$602K | ﹤0.01% | 1885 |
|
|
2016
Q2 | – | Sell |
-7,791
| Closed | -$223K | – | 2736 |
|
|
2016
Q1 | $223K | Sell |
7,791
-4,059
| -34% | -$116K | ﹤0.01% | 2724 |
|
|
2015
Q4 | $334K | Buy |
+11,850
| New | +$334K | ﹤0.01% | 2466 |
|