Capital Fund Management (CFM)’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 |
-55,182
| Closed | -$604K | – | 1035 |
|
2025
Q1 | $604K | Sell |
55,182
-21,821
| -28% | -$239K | ﹤0.01% | 706 |
|
2024
Q4 | $749K | Buy |
+77,003
| New | +$749K | ﹤0.01% | 703 |
|
2024
Q3 | – | Sell |
-437,587
| Closed | -$3.95M | – | 867 |
|
2024
Q2 | $3.95M | Buy |
437,587
+116,082
| +36% | +$1.05M | 0.01% | 357 |
|
2024
Q1 | $3.62M | Sell |
321,505
-14,413
| -4% | -$162K | 0.01% | 373 |
|
2023
Q4 | $4.77M | Buy |
335,918
+64,274
| +24% | +$912K | 0.01% | 359 |
|
2023
Q3 | $3.34M | Buy |
+271,644
| New | +$3.34M | 0.01% | 375 |
|