EverSource Wealth Advisors’s First Hawaiian FHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.9K | Buy |
2,759
+2,123
| +334% | +$53K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $15.5K | Sell |
636
-12
| -2% | -$293 | ﹤0.01% | 1835 |
|
|
2024
Q4 | $16.8K | Buy |
648
+144
| +29% | +$3.74K | ﹤0.01% | 1724 |
|
|
2024
Q3 | $11.7K | Buy |
504
+15
| +3% | +$347 | ﹤0.01% | 1768 |
|
|
2024
Q2 | $12.2K | Buy |
489
+48
| +11% | +$1.2K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $9.3K | Buy |
441
+110
| +33% | +$2.32K | ﹤0.01% | 1729 |
|
|
2023
Q4 | $7.57K | Hold |
331
| – | – | ﹤0.01% | 1687 |
|
|
2023
Q3 | $5.97K | Hold |
331
| – | – | ﹤0.01% | 1635 |
|
|
2023
Q2 | $5.96K | Sell |
331
-684
| -67% | -$12.3K | ﹤0.01% | 1653 |
|
|
2023
Q1 | $20.9K | Sell |
1,015
-993
| -49% | -$20.5K | ﹤0.01% | 1068 |
|
|
2022
Q4 | $52.3K | Hold |
2,008
| – | – | 0.01% | 745 |
|
|
2022
Q3 | $49K | Buy |
2,008
+1,796
| +847% | +$43.8K | 0.01% | 639 |
|
|
2022
Q2 | $5K | Sell |
212
-624
| -75% | -$14.7K | ﹤0.01% | 1258 |
|
|
2022
Q1 | $23K | Buy |
836
+220
| +36% | +$6.05K | 0.01% | 644 |
|
|
2021
Q4 | $17K | Buy |
+616
| New | +$17K | ﹤0.01% | 745 |
|