Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $30K | Sell |
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|
2024
Q3 | $34.7K | Sell |
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|
2024
Q2 | $32.5K | Hold |
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|
2024
Q1 | $40.6K | Buy |
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|
2023
Q4 | $50.6K | Buy |
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|
2023
Q3 | $40.1K | Sell |
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|
2023
Q2 | $118K | Buy |
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|
2023
Q1 | $124K | Buy |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $112K | Buy |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $166K | Sell |
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|
2021
Q3 | $172K | Sell |
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|
2021
Q2 | $182K | Sell |
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|
2021
Q1 | $196K | Buy |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Sell |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $14K | Buy |
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