Commonwealth Equity Services’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
$325K Sell
30,537
-10,455
-26% -$111K ﹤0.01% 3513
2025
Q1
$449K Buy
40,992
+9,914
+32% +$109K ﹤0.01% 3112
2024
Q4
$302K Buy
31,078
+1,080
+4% +$10.5K ﹤0.01% 3391
2024
Q3
$290K Buy
29,998
+1,537
+5% +$14.9K ﹤0.01% 3382
2024
Q2
$257K Sell
28,461
-1,929
-6% -$17.4K ﹤0.01% 3438
2024
Q1
$343K Sell
30,390
-277
-0.9% -$3.13K ﹤0.01% 3149
2023
Q4
$435K Buy
30,667
+3,313
+12% +$47K ﹤0.01% 2842
2023
Q3
$337K Buy
27,354
+4,276
+19% +$52.7K ﹤0.01% 2921
2023
Q2
$835K Buy
23,078
+7,052
+44% +$255K ﹤0.01% 2228
2023
Q1
$615 Sell
16,026
-3,581
-18% -$137 ﹤0.01% 2376
2022
Q4
$820K Sell
19,607
-1,721
-8% -$72K ﹤0.01% 2095
2022
Q3
$739K Sell
21,328
-46
-0.2% -$1.59K ﹤0.01% 2116
2022
Q2
$874K Buy
21,374
+6,308
+42% +$258K ﹤0.01% 2002
2022
Q1
$637K Buy
15,066
+631
+4% +$26.7K ﹤0.01% 2334
2021
Q4
$599K Sell
14,435
-452
-3% -$18.8K ﹤0.01% 2374
2021
Q3
$607K Sell
14,887
-107
-0.7% -$4.36K ﹤0.01% 2323
2021
Q2
$633K Buy
14,994
+366
+3% +$15.5K ﹤0.01% 2272
2021
Q1
$649K Sell
14,628
-3,532
-19% -$157K ﹤0.01% 2120
2020
Q4
$642K Sell
18,160
-7,777
-30% -$275K ﹤0.01% 1967
2020
Q3
$862K Buy
25,937
+2,227
+9% +$74K ﹤0.01% 1579
2020
Q2
$855K Sell
23,710
-9,834
-29% -$355K ﹤0.01% 1516
2020
Q1
$1.44M Buy
33,544
+2,092
+7% +$90.1K 0.01% 1063
2019
Q4
$1.47M Buy
31,452
+174
+0.6% +$8.15K 0.01% 1202
2019
Q3
$1.43M Buy
31,278
+567
+2% +$25.9K 0.01% 1155
2019
Q2
$1.34M Buy
30,711
+2,420
+9% +$105K 0.01% 1174
2019
Q1
$1.15M Buy
28,291
+698
+3% +$28.4K 0.01% 1210
2018
Q4
$1.01M Buy
27,593
+1,714
+7% +$62.7K 0.01% 1194
2018
Q3
$921K Buy
25,879
+187
+0.7% +$6.66K ﹤0.01% 1360
2018
Q2
$881K Buy
25,692
+816
+3% +$28K ﹤0.01% 1356
2018
Q1
$855K Sell
24,876
-1,255
-5% -$43.1K ﹤0.01% 1346
2017
Q4
$945K Buy
26,131
+265
+1% +$9.58K 0.01% 1253
2017
Q3
$863K Buy
25,866
+386
+2% +$12.9K 0.01% 1263
2017
Q2
$825K Buy
25,480
+316
+1% +$10.2K 0.01% 1248
2017
Q1
$838K Buy
25,164
+20
+0.1% +$666 0.01% 1211
2016
Q4
$832K Buy
25,144
+4,744
+23% +$157K 0.01% 1127
2016
Q3
$609K Sell
20,400
-5,361
-21% -$160K ﹤0.01% 1255
2016
Q2
$845K Buy
25,761
+332
+1% +$10.9K 0.01% 1071
2016
Q1
$824K Buy
25,429
+1,732
+7% +$56.1K 0.01% 1048
2015
Q4
$686K Sell
23,697
-428
-2% -$12.4K 0.01% 1122
2015
Q3
$692K Sell
24,125
-404
-2% -$11.6K 0.01% 1073
2015
Q2
$729K Sell
24,529
-872
-3% -$25.9K 0.01% 1127
2015
Q1
$816K Buy
25,401
+4,533
+22% +$146K 0.01% 1058
2014
Q4
$699K Sell
20,868
-24,273
-54% -$813K 0.01% 1083
2014
Q3
$1.2M Buy
45,141
+4,460
+11% +$118K 0.01% 778
2014
Q2
$1.03M Buy
40,681
+5,456
+15% +$138K 0.01% 846
2014
Q1
$895K Buy
35,225
+2,705
+8% +$68.7K 0.01% 861
2013
Q4
$847K Buy
32,520
+4,573
+16% +$119K 0.01% 848
2013
Q3
$701K Buy
27,947
+14,639
+110% +$367K 0.01% 902
2013
Q2
$337K Buy
+13,308
New +$337K 0.01% 1235