Cambridge Investment Research 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 | $556K | Sell |
52,310
-35,862
| -41% | -$381K | ﹤0.01% | 2438 |
|
|
2025
Q1 | $965K | Buy |
88,172
+48,792
| +124% | +$534K | ﹤0.01% | 1892 |
|
|
2024
Q4 | $383K | Sell |
39,380
-23,297
| -37% | -$227K | ﹤0.01% | 2638 |
|
|
2024
Q3 | $607K | Sell |
62,677
-3,363
| -5% | -$32.6K | ﹤0.01% | 2248 |
|
|
2024
Q2 | $596K | Buy |
66,040
+8,617
| +15% | +$77.8K | ﹤0.01% | 2153 |
|
|
2024
Q1 | $647K | Sell |
57,423
-864
| -1% | -$9.74K | ﹤0.01% | 2042 |
|
|
2023
Q4 | $827K | Sell |
58,287
-2,443
| -4% | -$34.7K | ﹤0.01% | 1779 |
|
|
2023
Q3 | $748K | Buy |
60,730
+4,662
| +8% | +$57.4K | ﹤0.01% | 1765 |
|
|
2023
Q2 | $2.03M | Buy |
56,068
+3,849
| +7% | +$139K | 0.01% | 1168 |
|
|
2023
Q1 | $2.01M | Buy |
52,219
+695
| +1% | +$26.7K | 0.01% | 1119 |
|
|
2022
Q4 | $2.16M | Sell |
51,524
-3,375
| -6% | -$141K | 0.01% | 1036 |
|
|
2022
Q3 | $1.9M | Sell |
54,899
-54
| -0.1% | -$1.87K | 0.01% | 1066 |
|
|
2022
Q2 | $2.25M | Buy |
54,953
+528
| +1% | +$21.6K | 0.01% | 984 |
|
|
2022
Q1 | $2.3M | Buy |
54,425
+2,082
| +4% | +$88.1K | 0.01% | 1055 |
|
|
2021
Q4 | $2.17M | Sell |
52,343
-1,511
| -3% | -$62.7K | 0.01% | 1099 |
|
|
2021
Q3 | $2.2M | Buy |
53,854
+5,728
| +12% | +$234K | 0.01% | 1047 |
|
|
2021
Q2 | $2.04M | Buy |
48,126
+453
| +1% | +$19.2K | 0.01% | 1109 |
|
|
2021
Q1 | $2.12M | Sell |
47,673
-17,766
| -27% | -$789K | 0.01% | 974 |
|
|
2020
Q4 | $2.32M | Buy |
65,439
+19,616
| +43% | +$694K | 0.01% | 854 |
|
|
2020
Q3 | $1.52M | Buy |
45,823
+1,502
| +3% | +$49.9K | 0.01% | 951 |
|
|
2020
Q2 | $1.6M | Buy |
44,321
+14,226
| +47% | +$513K | 0.01% | 872 |
|
|
2020
Q1 | $1.3M | Sell |
30,095
-2,671
| -8% | -$115K | 0.01% | 845 |
|
|
2019
Q4 | $1.54M | Sell |
32,766
-24
| -0.1% | -$1.12K | 0.01% | 921 |
|
|
2019
Q3 | $1.5M | Sell |
32,790
-469
| -1% | -$21.4K | 0.01% | 867 |
|
|
2019
Q2 | $1.45M | Sell |
33,259
-315
| -0.9% | -$13.7K | 0.01% | 845 |
|
|
2019
Q1 | $1.37M | Sell |
33,574
-1,198
| -3% | -$48.8K | 0.01% | 880 |
|
|
2018
Q4 | $1.27M | Buy |
34,772
+777
| +2% | +$28.4K | 0.01% | 816 |
|
|
2018
Q3 | $1.21M | Sell |
33,995
-232
| -0.7% | -$8.26K | 0.01% | 926 |
|
|
2018
Q2 | $1.17M | Sell |
34,227
-270
| -0.8% | -$9.26K | 0.01% | 891 |
|
|
2018
Q1 | $1.19M | Sell |
34,497
-1,624
| -4% | -$55.8K | 0.01% | 855 |
|
|
2017
Q4 | $1.31M | Buy |
36,121
+3,418
| +10% | +$124K | 0.02% | 777 |
|
|
2017
Q3 | $1.09M | Buy |
32,703
+3,993
| +14% | +$133K | 0.01% | 814 |
|
|
2017
Q2 | $930K | Buy |
28,710
+217
| +0.8% | +$7.03K | 0.01% | 837 |
|
|
2017
Q1 | $949K | Sell |
28,493
-890
| -3% | -$29.6K | 0.02% | 749 |
|
|
2016
Q4 | $972K | Buy |
29,383
+5,056
| +21% | +$167K | 0.02% | 690 |
|
|
2016
Q3 | $726K | Buy |
24,327
+1,658
| +7% | +$49.5K | 0.01% | 829 |
|
|
2016
Q2 | $743K | Sell |
22,669
-133
| -0.6% | -$4.36K | 0.02% | 750 |
|
|
2016
Q1 | $739K | Sell |
22,802
-642
| -3% | -$20.8K | 0.02% | 700 |
|
|
2015
Q4 | $679K | Buy |
23,444
+1,454
| +7% | +$42.1K | 0.02% | 714 |
|
|
2015
Q3 | $631K | Buy |
21,990
+14,226
| +183% | +$408K | 0.02% | 656 |
|
|
2015
Q2 | $231K | Buy |
+7,764
| New | +$231K | 0.01% | 1194 |
|