United Capital Financial Advisors’s Federated Hermes FHI Stock Holding History

United Capital Financial Advisors’s Portfolio FHI Stock Details FHI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$253K	Buy
2015 Q3	–	Sell
2015 Q2	$268K	Sell
2015 Q1	$275K	Hold
2014 Q4	$264K	Hold
2014 Q3	$235K	Buy
2013 Q3	–	Sell
2013 Q2	$292K	Buy