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