Steward Partners Investment Advisory’s Federated Hermes FHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$78.4K	Buy	1,382 +372	+37%	+$20.4K	﹤0.01%	2522
2025 Q4	$52.6K	Buy	1,010 +1	+0.1%	+$51	﹤0.01%	2644
2025 Q3	$52.4K	Buy	1,009 +57	+6%	+$2.89K	﹤0.01%	2589
2025 Q2	$42.2K	Hold	952	–	–	﹤0.01%	2555
2025 Q1	$38.8K	Sell	952 -48	-5%	-$1.87K	﹤0.01%	2504
2024 Q4	$41.1K	Hold	1,000	–	–	﹤0.01%	2436
2024 Q3	$36.8K	Buy	1,000 +900	+900%	+$30.8K	﹤0.01%	2386
2024 Q2	$3.29K	Hold	100	–	–	﹤0.01%	3165
2024 Q1	$3.61K	Hold	100	–	–	﹤0.01%	3138
2023 Q4	$3.39K	Hold	100	–	–	﹤0.01%	3096
2023 Q3	$3.39K	Hold	100	–	–	﹤0.01%	2947
2023 Q2	$3.58K	Hold	100	–	–	﹤0.01%	2896
2023 Q1	$4.01K	Hold	100	–	–	﹤0.01%	2847
2022 Q4	$3.63K	Hold	100	–	–	﹤0.01%	2873
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	2929
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	2910
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	3012
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	2877
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	2919
2021 Q2	$3K	Sell	100 -90	-47%	-$2.87K	﹤0.01%	6770
2021 Q1	$5.95K	Buy	190 +90	+90%	+$2.64K	﹤0.01%	2966
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2622
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	2565
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	2467
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	2376
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	2346
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	2350
2019 Q2	$3K	Buy	+100	New	+$3.16K	﹤0.01%	2348
2018 Q4	–	Sell	-100	Closed	-$2K	–	1232
2018 Q3	$2K	Buy	+100	New	+$2.35K	﹤0.01%	2362