Simplex Trading’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 | $41K | Sell |
927
-191
| -17% | -$8.45K | ﹤0.01% | 1472 |
|
|
2025
Q1 | $45K | Buy |
+1,118
| New | +$45K | ﹤0.01% | 1336 |
|
|
2024
Q4 | – | Sell |
-34
| Closed | -$1K | – | 2958 |
|
|
2024
Q3 | $1K | Sell |
34
-1,862
| -98% | -$54.8K | ﹤0.01% | 2078 |
|
|
2024
Q2 | $62K | Buy |
+1,896
| New | +$62K | ﹤0.01% | 1287 |
|
|
2024
Q1 | – | Sell |
-148
| Closed | -$5K | – | 2886 |
|
|
2023
Q4 | $5K | Sell |
148
-451
| -75% | -$15.2K | ﹤0.01% | 1978 |
|
|
2023
Q3 | $20K | Sell |
599
-92
| -13% | -$3.07K | ﹤0.01% | 1476 |
|
|
2023
Q2 | $24K | Sell |
691
-30,841
| -98% | -$1.07M | ﹤0.01% | 1472 |
|
|
2023
Q1 | $1.27M | Buy |
+31,532
| New | +$1.27M | ﹤0.01% | 290 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3036 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3219 |
|
|
2022
Q2 | – | Sell |
-2,650
| Closed | -$90K | – | 3138 |
|
|
2022
Q1 | $90K | Buy |
2,650
+2,357
| +804% | +$80K | ﹤0.01% | 1458 |
|
|
2021
Q4 | $11K | Sell |
293
-5,923
| -95% | -$222K | ﹤0.01% | 2392 |
|
|
2021
Q3 | $213K | Hold |
6,216
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q2 | $210K | Buy |
+6,216
| New | +$210K | ﹤0.01% | 1308 |
|
|
2021
Q1 | – | Sell |
-4,048
| Closed | -$116K | – | 2886 |
|
|
2020
Q4 | $116K | Buy |
+4,048
| New | +$116K | ﹤0.01% | 1246 |
|
|
2020
Q3 | – | Sell |
-4,249
| Closed | -$100K | – | 2482 |
|
|
2020
Q2 | $100K | Buy |
4,249
+3,792
| +830% | +$89.2K | ﹤0.01% | 993 |
|
|
2020
Q1 | $8K | Buy |
+457
| New | +$8K | ﹤0.01% | 1680 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2266 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2215 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2135 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2171 |
|
|
2018
Q4 | – | Sell |
-11,515
| Closed | -$277K | – | 2225 |
|
|
2018
Q3 | $277K | Sell |
11,515
-4,620
| -29% | -$111K | ﹤0.01% | 659 |
|
|
2018
Q2 | $376K | Buy |
16,135
+14,921
| +1,229% | +$348K | ﹤0.01% | 542 |
|
|
2018
Q1 | $40K | Buy |
1,214
+235
| +24% | +$7.74K | ﹤0.01% | 1208 |
|
|
2017
Q4 | $35K | Buy |
+979
| New | +$35K | ﹤0.01% | 1301 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2085 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2151 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2139 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2042 |
|
|
2016
Q3 | – | Sell |
-617
| Closed | -$17K | – | 1976 |
|
|
2016
Q2 | $17K | Buy |
617
+410
| +198% | +$11.3K | ﹤0.01% | 1170 |
|
|
2016
Q1 | $5K | Sell |
207
-925
| -82% | -$22.3K | ﹤0.01% | 1421 |
|
|
2015
Q4 | $32K | Buy |
1,132
+1,123
| +12,478% | +$31.7K | ﹤0.01% | 1050 |
|
|
2015
Q3 | $0 | Sell |
9
-151
| -94% | – | ﹤0.01% | 2091 |
|
|
2015
Q2 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 1503 |
|
|
2015
Q1 | – | Sell |
-1,806
| Closed | -$59K | – | 1967 |
|
|
2014
Q4 | $59K | Buy |
+1,806
| New | +$59K | 0.01% | 623 |
|