Corient Private Wealth’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 | $428K | Buy |
40,271
+18,139
| +82% | +$193K | ﹤0.01% | 1873 |
|
|
2025
Q1 | $242K | Buy |
+22,132
| New | +$242K | ﹤0.01% | 1961 |
|
|
2024
Q4 | – | Sell |
-34,471
| Closed | -$334K | – | 2405 |
|
|
2024
Q3 | $334K | Sell |
34,471
-19,008
| -36% | -$184K | ﹤0.01% | 1940 |
|
|
2024
Q2 | $482K | Buy |
53,479
+40,749
| +320% | +$368K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $143K | Sell |
12,730
-993
| -7% | -$11.2K | ﹤0.01% | 2135 |
|
|
2023
Q4 | $195K | Buy |
+13,723
| New | +$195K | ﹤0.01% | 2083 |
|