Caption Management’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 | $957K | Buy |
90,000
+70,600
| +364% | +$750K | 0.01% | 246 |
|
|
2025
Q1 | $212K | Buy |
+19,400
| New | +$212K | ﹤0.01% | 387 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 735 |
|
|
2024
Q3 | – | Sell |
-6,000
| Closed | -$54.1K | – | 636 |
|
|
2024
Q2 | $54.1K | Hold |
6,000
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $67.6K | Buy |
+6,000
| New | +$67.6K | ﹤0.01% | 326 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 650 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 604 |
|