Creative Planning’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$142K | – | 3470 |
|
|
2024
Q4 | $142K | Buy |
+2,000
| New | +$142K | ﹤0.01% | 3069 |
|
|
2023
Q2 | – | Sell |
-4,120
| Closed | -$215K | – | 2554 |
|
|
2023
Q1 | $215K | Buy |
4,120
+1,235
| +43% | +$64.3K | ﹤0.01% | 2069 |
|
|
2022
Q4 | $224K | Sell |
2,885
-133
| -4% | -$10.3K | ﹤0.01% | 1934 |
|
|
2022
Q3 | $230K | Buy |
3,018
+19
| +0.6% | +$1.45K | ﹤0.01% | 1805 |
|
|
2022
Q2 | $223K | Sell |
2,999
-339
| -10% | -$25.2K | ﹤0.01% | 1799 |
|
|
2022
Q1 | $280K | Sell |
3,338
-184
| -5% | -$15.4K | ﹤0.01% | 1674 |
|
|
2021
Q4 | $295K | Buy |
3,522
+212
| +6% | +$17.8K | ﹤0.01% | 1631 |
|
|
2021
Q3 | $272K | Buy |
3,310
+380
| +13% | +$31.2K | ﹤0.01% | 1651 |
|
|
2021
Q2 | $247K | Buy |
2,930
+75
| +3% | +$6.32K | ﹤0.01% | 1664 |
|
|
2021
Q1 | $255K | Buy |
2,855
+84
| +3% | +$7.5K | ﹤0.01% | 1869 |
|
|
2020
Q4 | $212K | Buy |
+2,771
| New | +$212K | ﹤0.01% | 1825 |
|
|
2017
Q3 | – | Sell |
-1,628
| Closed | -$135K | – | 2065 |
|
|
2017
Q2 | $135K | Hold |
1,628
| – | – | ﹤0.01% | 1760 |
|
|
2017
Q1 | $134K | Buy |
1,628
+65
| +4% | +$5.35K | ﹤0.01% | 1752 |
|
|
2016
Q4 | $139K | Hold |
1,563
| – | – | ﹤0.01% | 1621 |
|
|
2016
Q3 | $114K | Buy |
1,563
+1,428
| +1,058% | +$104K | ﹤0.01% | 1748 |
|
|
2016
Q2 | $9K | Hold |
135
| – | – | ﹤0.01% | 3251 |
|
|
2016
Q1 | $9K | Hold |
135
| – | – | ﹤0.01% | 3236 |
|
|
2015
Q4 | $8K | Hold |
135
| – | – | ﹤0.01% | 3349 |
|
|
2015
Q3 | $9K | Buy |
+135
| New | +$9K | ﹤0.01% | 3221 |
|
|
2015
Q2 | – | Sell |
-138
| Closed | -$8K | – | 1281 |
|
|
2015
Q1 | $8K | Sell |
138
-164
| -54% | -$9.51K | ﹤0.01% | 3247 |
|
|
2014
Q4 | $18K | Buy |
302
+3
| +1% | +$179 | ﹤0.01% | 2694 |
|
|
2014
Q3 | $17K | Sell |
299
-250
| -46% | -$14.2K | ﹤0.01% | 2600 |
|
|
2014
Q2 | $32K | Hold |
549
| – | – | ﹤0.01% | 2144 |
|
|
2014
Q1 | $33K | Sell |
549
-276
| -33% | -$16.6K | ﹤0.01% | 2056 |
|
|
2013
Q4 | $49K | Hold |
825
| – | – | ﹤0.01% | 1619 |
|
|
2013
Q3 | $45K | Buy |
825
+122
| +17% | +$6.66K | ﹤0.01% | 1573 |
|
|
2013
Q2 | $35K | Buy |
+703
| New | +$35K | ﹤0.01% | 1579 |
|