Advisory Services Network’s Hawaiian Electric Industries HE Stock Holding History

Advisory Services Network’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Buy	112,194 +17,325	+18%	+$262K	0.02%	720
2025 Q4	$1.17M	Buy	94,869 +75,400	+387%	+$874K	0.02%	817
2025 Q3	$215K	Buy	19,469 +100	+0.5%	+$1.14K	﹤0.01%	1661
2025 Q2	$208K	Buy	+19,369	New	+$202K	﹤0.01%	1632
2024 Q1	–	Sell	-1,530	Closed	-$21.7K	–	2390
2023 Q4	$21.7K	Sell	1,530 -59,226	-97%	-$770K	﹤0.01%	2481
2023 Q3	$748K	Buy	+60,756	New	+$1.48M	0.02%	745
2023 Q2	–	Sell	-2,449	Closed	-$94.1K	–	2378
2023 Q1	$94.1K	Buy	2,449 +12	+0.5%	+$486	﹤0.01%	1688
2022 Q4	$102K	Buy	+2,437	New	+$94.1K	﹤0.01%	1610
2021 Q3	–	Sell	-1,184	Closed	-$50K	–	2196
2021 Q2	$50K	Buy	+1,184	New	+$51.3K	﹤0.01%	1996
2021 Q1	–	Sell	-1,306	Closed	-$46K	–	2099
2020 Q4	$46K	Sell	1,306 -99	-7%	-$3.5K	﹤0.01%	1725
2020 Q3	$46K	Buy	+1,405	New	+$49.3K	﹤0.01%	1637
2020 Q2	–	Sell	-179	Closed	-$8K	–	1763
2020 Q1	$8K	Sell	179 -161	-47%	-$7.45K	﹤0.01%	2274
2019 Q4	$16K	Buy	340 +20	+6%	+$896	﹤0.01%	2128
2019 Q3	$14K	Hold	320	–	–	﹤0.01%	2003
2019 Q2	$14K	Buy	320 +188	+142%	+$7.88K	﹤0.01%	2001
2019 Q1	$5K	Buy	132 +1	+0.8%	+$38	﹤0.01%	2087
2018 Q4	$5K	Buy	131 +1	+0.8%	+$37	﹤0.01%	2022
2018 Q3	$5K	Sell	130 -137	-51%	-$4.82K	﹤0.01%	2062
2018 Q2	$9K	Sell	267 -87	-25%	-$2.96K	﹤0.01%	1825
2018 Q1	$12K	Buy	354 +228	+181%	+$7.7K	﹤0.01%	1819
2017 Q4	$5K	Buy	126 +1	+0.8%	+$36	﹤0.01%	2103
2017 Q3	$4K	Buy	125 +1	+0.8%	+$33	﹤0.01%	1968
2017 Q2	$4K	Buy	124 +1	+0.8%	+$33	﹤0.01%	1899
2017 Q1	$4K	Buy	+123	New	+$4.08K	﹤0.01%	1793
2016 Q3	$4K	Buy	+136	New	+$4.18K	﹤0.01%	1593
2014 Q4	–	Sell	-11,400	Closed	-$303K	–	1226
2014 Q3	$303K	Buy	11,400 +2,200	+24%	+$54.6K	0.11%	203
2014 Q2	$233K	Sell	9,200 -800	-8%	-$19.5K	0.1%	210
2014 Q1	$254K	Buy	+10,000	New	+$256K	0.13%	169