Advisory Services Network’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+19,369
| New | +$208K | ﹤0.01% | 1632 |
|
|
2024
Q1 | – | Sell |
-1,530
| Closed | -$21.7K | – | 2390 |
|
|
2023
Q4 | $21.7K | Sell |
1,530
-59,226
| -97% | -$841K | ﹤0.01% | 2481 |
|
|
2023
Q3 | $748K | Buy |
+60,756
| New | +$748K | 0.02% | 745 |
|
|
2023
Q2 | – | Sell |
-2,449
| Closed | -$94.1K | – | 2378 |
|
|
2023
Q1 | $94.1K | Buy |
2,449
+12
| +0.5% | +$461 | ﹤0.01% | 1688 |
|
|
2022
Q4 | $102K | Buy |
+2,437
| New | +$102K | ﹤0.01% | 1610 |
|
|
2021
Q3 | – | Sell |
-1,184
| Closed | -$50K | – | 2196 |
|
|
2021
Q2 | $50K | Buy |
+1,184
| New | +$50K | ﹤0.01% | 1996 |
|
|
2021
Q1 | – | Sell |
-1,306
| Closed | -$46K | – | 2099 |
|
|
2020
Q4 | $46K | Sell |
1,306
-99
| -7% | -$3.49K | ﹤0.01% | 1725 |
|
|
2020
Q3 | $46K | Buy |
+1,405
| New | +$46K | ﹤0.01% | 1637 |
|
|
2020
Q2 | – | Sell |
-179
| Closed | -$8K | – | 1763 |
|
|
2020
Q1 | $8K | Sell |
179
-161
| -47% | -$7.2K | ﹤0.01% | 2274 |
|
|
2019
Q4 | $16K | Buy |
340
+20
| +6% | +$941 | ﹤0.01% | 2128 |
|
|
2019
Q3 | $14K | Hold |
320
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q2 | $14K | Buy |
320
+188
| +142% | +$8.23K | ﹤0.01% | 2001 |
|
|
2019
Q1 | $5K | Buy |
132
+1
| +0.8% | +$38 | ﹤0.01% | 2087 |
|
|
2018
Q4 | $5K | Buy |
131
+1
| +0.8% | +$38 | ﹤0.01% | 2022 |
|
|
2018
Q3 | $5K | Sell |
130
-137
| -51% | -$5.27K | ﹤0.01% | 2062 |
|
|
2018
Q2 | $9K | Sell |
267
-87
| -25% | -$2.93K | ﹤0.01% | 1825 |
|
|
2018
Q1 | $12K | Buy |
354
+228
| +181% | +$7.73K | ﹤0.01% | 1819 |
|
|
2017
Q4 | $5K | Buy |
126
+1
| +0.8% | +$40 | ﹤0.01% | 2103 |
|
|
2017
Q3 | $4K | Buy |
125
+1
| +0.8% | +$32 | ﹤0.01% | 1968 |
|
|
2017
Q2 | $4K | Buy |
124
+1
| +0.8% | +$32 | ﹤0.01% | 1899 |
|
|
2017
Q1 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 1793 |
|
|
2016
Q3 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 1593 |
|
|
2014
Q4 | – | Sell |
-11,400
| Closed | -$303K | – | 1220 |
|
|
2014
Q3 | $303K | Buy |
11,400
+2,200
| +24% | +$58.5K | 0.11% | 203 |
|
|
2014
Q2 | $233K | Sell |
9,200
-800
| -8% | -$20.3K | 0.1% | 210 |
|
|
2014
Q1 | $254K | Buy |
+10,000
| New | +$254K | 0.13% | 169 |
|