Cresset Asset Management’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
Q1 | – | Sell |
-13,192
| Closed | -$128K | – | 1698 |
|
|
2024
Q4 | $128K | Sell |
13,192
-39,058
| -75% | -$380K | ﹤0.01% | 1582 |
|
|
2024
Q3 | $506K | Sell |
52,250
-77,215
| -60% | -$747K | ﹤0.01% | 1480 |
|
|
2024
Q2 | $1.17M | Buy |
129,465
+47,662
| +58% | +$430K | ﹤0.01% | 964 |
|
|
2024
Q1 | $922K | Buy |
81,803
+36,577
| +81% | +$412K | ﹤0.01% | 1005 |
|
|
2023
Q4 | $642K | Buy |
45,226
+29,227
| +183% | +$415K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $197K | Buy |
15,999
+4,891
| +44% | +$60.2K | ﹤0.01% | 1594 |
|
|
2023
Q2 | $402K | Buy |
+11,108
| New | +$402K | ﹤0.01% | 1249 |
|
|
2019
Q2 | – | Sell |
-67
| Closed | -$3K | – | 970 |
|
|
2019
Q1 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 1513 |
|