Geneos Wealth Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.52K | Hold |
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|
2025
Q2 | $5.32K | Sell |
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|
2025
Q1 | $10.9K | Buy |
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|
2024
Q4 | $4.87K | Hold |
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|
2024
Q3 | $4.84K | Hold |
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|
2024
Q2 | $4.51K | Hold |
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|
2024
Q1 | $5.63K | Hold |
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|
2023
Q4 | $7.09K | Hold |
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|
2023
Q3 | $6.16K | Sell |
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|
2023
Q2 | $155K | Hold |
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|
2023
Q1 | $165K | Buy |
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|
2022
Q4 | $35.2K | Hold |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $48K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $50K | Sell |
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|
2020
Q4 | $175K | Hold |
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|
2020
Q3 | $130K | Sell |
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|
2020
Q2 | $162K | Hold |
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|
2020
Q1 | $193K | Hold |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $210K | Hold |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | $95K | Hold |
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|
2018
Q3 | $93K | Hold |
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|
2018
Q2 | $90K | Hold |
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|
2018
Q1 | $90K | Sell |
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|
2017
Q4 | $96K | Buy |
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|
2017
Q3 | $71K | Hold |
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|
2017
Q2 | $69K | Hold |
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|
2017
Q1 | $71K | Sell |
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|
2016
Q4 | $87K | Hold |
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|
2016
Q3 | $78K | Buy |
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|
2016
Q2 | $68K | Hold |
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|
2016
Q1 | $70K | Buy |
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