Creative Planning’s First Hawaiian FHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$769K Buy
2025
Q1
$606K Sell
2024
Q4
$671K Buy
2024
Q3
$547K Buy
2024
Q2
$461K Buy
2024
Q1
$440K Buy
2023
Q4
$404K Buy
2023
Q3
$259K Sell
2023
Q2
$262K Buy
2017
Q3
Sell
2017
Q2
$6K Hold
2017
Q1
$6K Hold
2016
Q4
$7K Hold
2016
Q3
$5K Buy