Farther Finance Advisors’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
Q2 | $31.9K | Sell |
3,000
-469
| -14% | -$4.99K | ﹤0.01% | 2378 |
|
2025
Q1 | $38K | Buy |
3,469
+3,380
| +3,798% | +$37K | ﹤0.01% | 2034 |
|
2024
Q4 | $866 | Buy |
89
+18
| +25% | +$175 | ﹤0.01% | 3295 |
|
2024
Q3 | $687 | Sell |
71
-161
| -69% | -$1.56K | ﹤0.01% | 3341 |
|
2024
Q2 | $1.9K | Buy |
232
+188
| +427% | +$1.54K | ﹤0.01% | 2813 |
|
2024
Q1 | $488 | Hold |
44
| – | – | ﹤0.01% | 3028 |
|
2023
Q4 | $624 | Buy |
44
+21
| +91% | +$298 | ﹤0.01% | 2901 |
|
2023
Q3 | $283 | Buy |
23
+15
| +188% | +$185 | ﹤0.01% | 2400 |
|
2023
Q2 | $290 | Buy |
+8
| New | +$290 | ﹤0.01% | 2287 |
|