Creative Planning’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
30,791
+5,992
| +24% | +$150K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $606K | Sell |
24,799
-1,057
| -4% | -$25.8K | ﹤0.01% | 2110 |
|
|
2024
Q4 | $671K | Buy |
25,856
+2,227
| +9% | +$57.8K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $547K | Buy |
23,629
+1,424
| +6% | +$33K | ﹤0.01% | 2024 |
|
|
2024
Q2 | $461K | Buy |
22,205
+2,156
| +11% | +$44.8K | ﹤0.01% | 1999 |
|
|
2024
Q1 | $440K | Buy |
20,049
+2,367
| +13% | +$52K | ﹤0.01% | 1939 |
|
|
2023
Q4 | $404K | Buy |
17,682
+3,320
| +23% | +$75.9K | ﹤0.01% | 1854 |
|
|
2023
Q3 | $259K | Sell |
14,362
-185
| -1% | -$3.34K | ﹤0.01% | 2044 |
|
|
2023
Q2 | $262K | Buy |
+14,547
| New | +$262K | ﹤0.01% | 2003 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$6K | – | 2439 |
|
|
2017
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 3846 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 3810 |
|
|
2016
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 3688 |
|
|
2016
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3780 |
|