Global Retirement Partners’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 | $85.2K | Buy |
+8,013
| New | +$85.2K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $78K | Sell |
8,013
-725
| -8% | -$7.05K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $84.6K | Hold |
8,738
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q2 | $78.8K | Sell |
8,738
-63
| -0.7% | -$568 | ﹤0.01% | 1314 |
|
|
2024
Q1 | $99.2K | Sell |
8,801
-4,298
| -33% | -$48.4K | ﹤0.01% | 1091 |
|
|
2023
Q4 | $174K | Buy |
13,099
+417
| +3% | +$5.55K | 0.01% | 811 |
|
|
2023
Q3 | $148K | Buy |
12,682
+10,372
| +449% | +$121K | 0.01% | 785 |
|
|
2023
Q2 | $83.6K | Buy |
2,310
+34
| +1% | +$1.23K | ﹤0.01% | 1021 |
|
|
2023
Q1 | $87.5K | Buy |
2,276
+2,000
| +725% | +$76.9K | ﹤0.01% | 978 |
|
|
2022
Q4 | $11.6K | Hold |
276
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q3 | $10K | Buy |
276
+1
| +0.4% | +$36 | ﹤0.01% | 1681 |
|
|
2022
Q2 | $11K | Sell |
275
-30
| -10% | -$1.2K | ﹤0.01% | 1588 |
|
|
2022
Q1 | $13K | Buy |
+305
| New | +$13K | ﹤0.01% | 1515 |
|
|
2021
Q4 | – | Sell |
-268
| Closed | -$11K | – | 892 |
|
|
2021
Q3 | $11K | Hold |
268
| – | – | ﹤0.01% | 1390 |
|
|
2021
Q2 | $11K | Hold |
268
| – | – | ﹤0.01% | 1344 |
|
|
2021
Q1 | $12K | Hold |
268
| – | – | ﹤0.01% | 1238 |
|
|
2020
Q4 | $9K | Sell |
268
-136
| -34% | -$4.57K | ﹤0.01% | 1284 |
|
|
2020
Q3 | $13K | Hold |
404
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q2 | $15K | Hold |
404
| – | – | ﹤0.01% | 992 |
|
|
2020
Q1 | $17K | Hold |
404
| – | – | ﹤0.01% | 846 |
|
|
2019
Q4 | $19K | Hold |
404
| – | – | ﹤0.01% | 951 |
|
|
2019
Q3 | $18K | Buy |
404
+136
| +51% | +$6.06K | ﹤0.01% | 935 |
|
|
2019
Q2 | $12K | Hold |
268
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $11K | Hold |
268
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q4 | $10K | Hold |
268
| – | – | ﹤0.01% | 967 |
|
|
2018
Q3 | $10K | Hold |
268
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q2 | $9K | Hold |
268
| – | – | ﹤0.01% | 1021 |
|
|
2018
Q1 | $9K | Hold |
268
| – | – | ﹤0.01% | 988 |
|
|
2017
Q4 | $10K | Hold |
268
| – | – | ﹤0.01% | 905 |
|
|
2017
Q3 | $9K | Hold |
268
| – | – | ﹤0.01% | 863 |
|
|
2017
Q2 | $9K | Hold |
268
| – | – | ﹤0.01% | 811 |
|
|
2017
Q1 | $9K | Hold |
268
| – | – | 0.01% | 773 |
|
|
2016
Q4 | $9K | Buy |
+268
| New | +$9K | 0.01% | 713 |
|