Bell Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $1.03K | Hold |
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|
2025
Q2 | $989 | Buy |
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|
2025
Q1 | $165 | Hold |
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|
2024
Q4 | $146 | Sell |
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|
2024
Q3 | $872 | Hold |
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|
2024
Q2 | $812 | Sell |
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|
2024
Q1 | $2.3K | Sell |
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|
2023
Q4 | $3.43K | Sell |
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|
2023
Q3 | $3K | Buy |
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|
2023
Q2 | $8.58K | Buy |
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|
2023
Q1 | $5.53K | Buy |
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|
2022
Q4 | $4.23K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $2K | Buy |
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