Steward Partners Investment Advisory’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 | $42.2K | Hold |
952
| – | – | ﹤0.01% | 2555 |
|
|
2025
Q1 | $38.8K | Sell |
952
-48
| -5% | -$1.96K | ﹤0.01% | 2504 |
|
|
2024
Q4 | $41.1K | Hold |
1,000
| – | – | ﹤0.01% | 2436 |
|
|
2024
Q3 | $36.8K | Buy |
1,000
+900
| +900% | +$33.1K | ﹤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 | $3.59K | 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% | -$2.7K | ﹤0.01% | 6767 |
|
|
2021
Q1 | $5.95K | Buy |
190
+90
| +90% | +$2.82K | ﹤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 | +$3K | ﹤0.01% | 2348 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1232 |
|
|
2018
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2362 |
|