Tower Research Capital (TRC)’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 | $178K | Sell |
3,136
-1,784
| -36% | -$97.7K | ﹤0.01% | 1710 |
|
|
2025
Q4 | $256K | Buy |
4,920
+3,046
| +163% | +$155K | 0.01% | 1247 |
|
|
2025
Q3 | $97.3K | Hold |
1,874
| – | – | ﹤0.01% | 2013 |
|
|
2025
Q2 | $83.1K | Sell |
1,874
-2,261
| -55% | -$93K | ﹤0.01% | 2534 |
|
|
2025
Q1 | $169K | Sell |
4,135
-6,189
| -60% | -$242K | 0.01% | 1467 |
|
|
2024
Q4 | $424K | Buy |
10,324
+474
| +5% | +$19.1K | 0.01% | 1184 |
|
|
2024
Q3 | $362K | Buy |
9,850
+608
| +7% | +$20.8K | 0.01% | 1098 |
|
|
2024
Q2 | $304K | Buy |
9,242
+5,529
| +149% | +$186K | 0.01% | 1749 |
|
|
2024
Q1 | $134K | Sell |
3,713
-1
| -0% | -$35 | ﹤0.01% | 1665 |
|
|
2023
Q4 | $126K | Sell |
3,714
-9,410
| -72% | -$307K | ﹤0.01% | 2464 |
|
|
2023
Q3 | $445K | Buy |
13,124
+2,043
| +18% | +$70.4K | 0.01% | 934 |
|
|
2023
Q2 | $397K | Buy |
11,081
+8,741
| +374% | +$338K | 0.01% | 1124 |
|
|
2023
Q1 | $94K | Sell |
2,340
-50
| -2% | -$1.96K | ﹤0.01% | 1928 |
|
|
2022
Q4 | $86K | Sell |
2,390
-6,538
| -73% | -$229K | ﹤0.01% | 1950 |
|
|
2022
Q3 | $295K | Buy |
8,928
+1,791
| +25% | +$61.1K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $227K | Buy |
7,137
+4,336
| +155% | +$137K | 0.01% | 1670 |
|
|
2022
Q1 | $95K | Sell |
2,801
-6,239
| -69% | -$212K | ﹤0.01% | 2236 |
|
|
2021
Q4 | $340K | Buy |
9,040
+3,529
| +64% | +$122K | 0.01% | 1388 |
|
|
2021
Q3 | $179K | Sell |
5,511
-6,202
| -53% | -$202K | ﹤0.01% | 1916 |
|
|
2021
Q2 | $397K | Sell |
11,713
-4,780
| -29% | -$152K | 0.01% | 1368 |
|
|
2021
Q1 | $517K | Buy |
16,493
+9,538
| +137% | +$280K | 0.01% | 1214 |
|
|
2020
Q4 | $200K | Sell |
6,955
-97,072
| -93% | -$2.58M | 0.01% | 1707 |
|
|
2020
Q3 | $2.24M | Buy |
104,027
+69,159
| +198% | +$1.64M | 0.02% | 329 |
|
|
2020
Q2 | $826K | Buy |
34,868
+33,979
| +3,822% | +$752K | 0.03% | 649 |
|
|
2020
Q1 | $17K | Sell |
889
-860
| -49% | -$25.5K | ﹤0.01% | 1792 |
|
|
2019
Q4 | $57K | Buy |
1,749
+1,296
| +286% | +$42.3K | ﹤0.01% | 1249 |
|
|
2019
Q3 | $15K | Sell |
453
-2,110
| -82% | -$69.3K | ﹤0.01% | 2657 |
|
|
2019
Q2 | $83K | Buy |
2,563
+662
| +35% | +$20.9K | 0.01% | 1265 |
|
|
2019
Q1 | $56K | Sell |
1,901
-84
| -4% | -$2.33K | ﹤0.01% | 1716 |
|
|
2018
Q4 | $52K | Sell |
1,985
-13,294
| -87% | -$330K | ﹤0.01% | 1259 |
|
|
2018
Q3 | $368K | Buy |
15,279
+13,822
| +949% | +$325K | 0.03% | 651 |
|
|
2018
Q2 | $34K | Sell |
1,457
-7,936
| -84% | -$212K | ﹤0.01% | 2092 |
|
|
2018
Q1 | $314K | Buy |
9,393
+7,766
| +477% | +$264K | 0.03% | 688 |
|
|
2017
Q4 | $58K | Buy |
1,627
+1,079
| +197% | +$34.9K | 0.01% | 1223 |
|
|
2017
Q3 | $16K | Buy |
+548
| New | +$15.4K | ﹤0.01% | 2853 |
|
|
2017
Q2 | – | Sell |
-570
| Closed | -$15K | – | 2975 |
|
|
2017
Q1 | $15K | Sell |
570
-586
| -51% | -$15.7K | ﹤0.01% | 1478 |
|
|
2016
Q4 | $32K | Sell |
1,156
-9,353
| -89% | -$259K | ﹤0.01% | 1735 |
|
|
2016
Q3 | $312K | Buy |
10,509
+7,447
| +243% | +$233K | 0.03% | 293 |
|
|
2016
Q2 | $88K | Sell |
3,062
-668
| -18% | -$20.4K | 0.01% | 1195 |
|
|
2016
Q1 | $108K | Buy |
3,730
+1,593
| +75% | +$41.9K | 0.02% | 478 |
|
|
2015
Q4 | $61K | Buy |
2,137
+1,837
| +612% | +$55.4K | 0.01% | 463 |
|
|
2015
Q3 | $9K | Buy |
+300
| New | +$9.61K | ﹤0.01% | 2383 |
|
|
2015
Q1 | – | Sell |
-413
| Closed | -$14K | – | 4566 |
|
|
2014
Q4 | $14K | Sell |
413
-241
| -37% | -$7.45K | ﹤0.01% | 1839 |
|
|
2014
Q3 | $19K | Sell |
654
-8,021
| -92% | -$240K | ﹤0.01% | 2338 |
|
|
2014
Q2 | $268K | Buy |
8,675
+7,711
| +800% | +$224K | 0.03% | 479 |
|
|
2014
Q1 | $29K | Buy |
964
+504
| +110% | +$14.1K | ﹤0.01% | 1533 |
|
|
2013
Q4 | $13K | Sell |
460
-7,808
| -94% | -$214K | ﹤0.01% | 2735 |
|
|
2013
Q3 | $224K | Buy |
8,268
+3,929
| +91% | +$112K | 0.02% | 681 |
|
|
2013
Q2 | $119K | Buy |
+4,339
| New | +$110K | 0.01% | 432 |
|
Other funds holding FHI
VPM
VCM
SDWMA
