Beacon Pointe Advisors’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 | – | Sell |
-12,930
| Closed | -$142K | – | 1241 |
|
|
2025
Q1 | $142K | Sell |
12,930
-967
| -7% | -$10.6K | ﹤0.01% | 1154 |
|
|
2024
Q4 | $135K | Sell |
13,897
-1,325
| -9% | -$12.9K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $147K | Sell |
15,222
-1,625
| -10% | -$15.7K | ﹤0.01% | 1166 |
|
|
2024
Q2 | $152K | Buy |
16,847
+249
| +2% | +$2.25K | ﹤0.01% | 1191 |
|
|
2024
Q1 | $187K | Sell |
16,598
-1,242
| -7% | -$14K | ﹤0.01% | 1261 |
|
|
2023
Q4 | $253K | Sell |
17,840
-23,443
| -57% | -$333K | ﹤0.01% | 1115 |
|
|
2023
Q3 | $508K | Buy |
+41,283
| New | +$508K | 0.01% | 859 |
|
|
2023
Q2 | – | Sell |
-43,990
| Closed | -$1.69M | – | 1116 |
|
|
2023
Q1 | $1.69M | Buy |
+43,990
| New | +$1.69M | 0.03% | 430 |
|