LPL Financial’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.16M | Buy |
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|
2025
Q2 | $4.66M | Buy |
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|
2025
Q1 | $3.73M | Buy |
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|
2024
Q4 | $793K | Buy |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $449K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $586K | Sell |
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|
2021
Q2 | $631K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $282K | Buy |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $448K | Sell |
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|
2017
Q4 | $602K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $223K | Sell |
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|
2015
Q4 | $334K | Buy |
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