Chicago Partners Investment Group’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 | $251K | Buy |
23,152
+8,731
| +61% | +$94.8K | 0.01% | 928 |
|
|
2025
Q1 | $150K | Buy |
+14,421
| New | +$150K | 0.01% | 882 |
|
|
2023
Q3 | – | Sell |
-6,960
| Closed | -$267K | – | 681 |
|
|
2023
Q2 | $267K | Buy |
6,960
+346
| +5% | +$13.3K | 0.01% | 556 |
|
|
2023
Q1 | $261K | Buy |
6,614
+3
| +0% | +$118 | 0.02% | 543 |
|
|
2022
Q4 | $287K | Buy |
6,611
+70
| +1% | +$3.04K | 0.02% | 487 |
|
|
2022
Q3 | $244K | Buy |
6,541
+3
| +0% | +$112 | 0.02% | 481 |
|
|
2022
Q2 | $277K | Sell |
6,538
-201
| -3% | -$8.52K | 0.02% | 460 |
|
|
2022
Q1 | $285K | Sell |
6,739
-482
| -7% | -$20.4K | 0.02% | 426 |
|
|
2021
Q4 | $298K | Buy |
7,221
+452
| +7% | +$18.7K | 0.02% | 439 |
|
|
2021
Q3 | $272K | Sell |
6,769
-118
| -2% | -$4.74K | 0.02% | 461 |
|
|
2021
Q2 | $298K | Buy |
6,887
+488
| +8% | +$21.1K | 0.02% | 425 |
|
|
2021
Q1 | $273K | Buy |
+6,399
| New | +$273K | 0.02% | 420 |
|