Security National Trust’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$136K Hold
4,000
0.03% 196
2021
Q2
$136K Hold
4,000
0.03% 204
2021
Q1
$125K Hold
4,000
0.03% 208
2020
Q4
$116K Hold
4,000
0.03% 212
2020
Q3
$86K Sell
4,000
-200
-5% -$4.3K 0.02% 222
2020
Q2
$100K Sell
4,200
-300
-7% -$7.14K 0.03% 209
2020
Q1
$86K Hold
4,500
0.03% 208
2019
Q4
$147K Hold
4,500
0.04% 183
2019
Q3
$146K Hold
4,500
0.05% 175
2019
Q2
$146K Hold
4,500
0.05% 181
2019
Q1
$132K Buy
4,500
+200
+5% +$5.87K 0.04% 182
2018
Q4
$114K Sell
4,300
-1,150
-21% -$30.5K 0.04% 184
2018
Q3
$131K Hold
5,450
0.04% 191
2018
Q2
$127K Hold
5,450
0.04% 194
2018
Q1
$182K Hold
5,450
0.06% 165
2017
Q4
$197K Hold
5,450
0.06% 164
2017
Q3
$162K Hold
5,450
0.05% 189
2017
Q2
$154K Hold
5,450
0.05% 194
2017
Q1
$143K Hold
5,450
0.05% 196
2016
Q4
$154K Hold
5,450
0.06% 186
2016
Q3
$162K Hold
5,450
0.06% 181
2016
Q2
$156K Hold
5,450
0.06% 185
2016
Q1
$157K Sell
5,450
-150
-3% -$4.32K 0.06% 183
2015
Q4
$160K Hold
5,600
0.06% 182
2015
Q3
$161K Hold
5,600
0.06% 184
2015
Q2
$188K Hold
5,600
0.07% 184
2015
Q1
$190K Hold
5,600
0.07% 188
2014
Q4
$184K Hold
5,600
0.07% 176
2014
Q3
$165K Hold
5,600
0.07% 181
2014
Q2
$173K Hold
5,600
0.07% 182
2014
Q1
$171K Hold
5,600
0.07% 185
2013
Q4
$161K Hold
5,600
0.07% 182
2013
Q3
$152K Sell
5,600
-100
-2% -$2.71K 0.07% 181
2013
Q2
$156K Buy
+5,700
New +$156K 0.08% 169