Bell Investment 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 | $989 | Buy |
93
+78
| +520% | +$829 | ﹤0.01% | 1589 |
|
|
2025
Q1 | $165 | Hold |
15
| – | – | ﹤0.01% | 1874 |
|
|
2024
Q4 | $146 | Sell |
15
-75
| -83% | -$730 | ﹤0.01% | 1883 |
|
|
2024
Q3 | $872 | Hold |
90
| – | – | ﹤0.01% | 1634 |
|
|
2024
Q2 | $812 | Sell |
90
-114
| -56% | -$1.03K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $2.3K | Sell |
204
-38
| -16% | -$428 | ﹤0.01% | 1296 |
|
|
2023
Q4 | $3.43K | Sell |
242
-2
| -0.8% | -$28 | ﹤0.01% | 1083 |
|
|
2023
Q3 | $3K | Buy |
244
+7
| +3% | +$86 | ﹤0.01% | 1081 |
|
|
2023
Q2 | $8.58K | Buy |
237
+93
| +65% | +$3.37K | ﹤0.01% | 573 |
|
|
2023
Q1 | $5.53K | Buy |
144
+43
| +43% | +$1.65K | ﹤0.01% | 732 |
|
|
2022
Q4 | $4.23K | Buy |
101
+71
| +237% | +$2.97K | ﹤0.01% | 895 |
|
|
2022
Q3 | $1K | Sell |
30
-12
| -29% | -$400 | ﹤0.01% | 1430 |
|
|
2022
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1154 |
|
|
2021
Q4 | $3K | Buy |
63
+3
| +5% | +$143 | ﹤0.01% | 976 |
|
|
2021
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1076 |
|