Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $510K | Buy |
34,371
+452
| +1% | +$6.83K | ﹤0.01% | 3500 |
|
|
2025
Q4 | $417K | Sell |
33,919
-146
| -0.4% | -$1.69K | ﹤0.01% | 3600 |
|
|
2025
Q3 | $376K | Buy |
34,065
+403
| +1% | +$4.59K | ﹤0.01% | 3625 |
|
|
2025
Q2 | $358K | Sell |
33,662
-17,159
| -34% | -$179K | ﹤0.01% | 3246 |
|
|
2025
Q1 | $556K | Buy |
50,821
+14,871
| +41% | +$150K | ﹤0.01% | 2754 |
|
|
2024
Q4 | $350K | Sell |
35,950
-7,224
| -17% | -$73K | ﹤0.01% | 2981 |
|
|
2024
Q3 | $418K | Buy |
43,174
+6,779
| +19% | +$84K | ﹤0.01% | 2798 |
|
|
2024
Q2 | $328K | Buy |
36,395
+8,889
| +32% | +$92.4K | ﹤0.01% | 2946 |
|
|
2024
Q1 | $310K | Buy |
27,506
+15,598
| +131% | +$198K | ﹤0.01% | 3009 |
|
|
2023
Q4 | $169K | Sell |
11,908
-579
| -5% | -$7.53K | ﹤0.01% | 2075 |
|
|
2023
Q3 | $154K | Buy |
12,487
+3,782
| +43% | +$92K | ﹤0.01% | 2037 |
|
|
2023
Q2 | $315K | Buy |
8,705
+250
| +3% | +$9.41K | ﹤0.01% | 1720 |
|
|
2023
Q1 | $325K | Sell |
8,455
-566
| -6% | -$22.9K | ﹤0.01% | 1654 |
|
|
2022
Q4 | $378K | Buy |
+9,021
| New | +$348K | ﹤0.01% | 1529 |
|
|
2022
Q3 | – | Sell |
-10,668
| Closed | -$436K | – | 1805 |
|
|
2022
Q2 | $436K | Sell |
10,668
-494
| -4% | -$20.8K | 0.01% | 1188 |
|
|
2022
Q1 | $472K | Sell |
11,162
-751
| -6% | -$31.3K | 0.01% | 1196 |
|
|
2021
Q4 | $494K | Buy |
11,913
+952
| +9% | +$38.6K | 0.01% | 1185 |
|
|
2021
Q3 | $448K | Buy |
10,961
+337
| +3% | +$14.5K | 0.01% | 1212 |
|
|
2021
Q2 | $449K | Buy |
10,624
+106
| +1% | +$4.59K | 0.01% | 1181 |
|
|
2021
Q1 | $467K | Buy |
10,518
+116
| +1% | +$4.25K | 0.01% | 1016 |
|
|
2020
Q4 | $368K | Buy |
+10,402
| New | +$368K | 0.01% | 1128 |
|
Other funds holding HE
HKAM
VPM
VCM
QCM
