Great Lakes 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 | – | Sell |
-10,424
| Closed | -$114K | – | 845 |
|
|
2025
Q1 | $114K | Sell |
10,424
-6,669
| -39% | -$73K | ﹤0.01% | 781 |
|
|
2024
Q4 | $166K | Sell |
17,093
-4,650
| -21% | -$45.2K | ﹤0.01% | 799 |
|
|
2024
Q3 | $210K | Sell |
21,743
-2,104
| -9% | -$20.4K | ﹤0.01% | 806 |
|
|
2024
Q2 | $215K | Buy |
+23,847
| New | +$215K | ﹤0.01% | 794 |
|
|
2020
Q2 | – | Sell |
-78,202
| Closed | -$3.37M | – | 584 |
|
|
2020
Q1 | $3.37M | Sell |
78,202
-80,304
| -51% | -$3.46M | 0.1% | 225 |
|
|
2019
Q4 | $7.43M | Buy |
158,506
+1,906
| +1% | +$89.3K | 0.16% | 165 |
|
|
2019
Q3 | $7.14M | Buy |
156,600
+3,575
| +2% | +$163K | 0.16% | 160 |
|
|
2019
Q2 | $6.66M | Buy |
153,025
+62,415
| +69% | +$2.72M | 0.15% | 161 |
|
|
2019
Q1 | $3.69M | Sell |
90,610
-84,845
| -48% | -$3.46M | 0.08% | 250 |
|
|
2018
Q4 | $6.43M | Buy |
175,455
+25,940
| +17% | +$950K | 0.15% | 158 |
|
|
2018
Q3 | $5.32M | Buy |
+149,515
| New | +$5.32M | 0.12% | 186 |
|