HighTower 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 | $607K | Buy |
57,122
+6,584
| +13% | +$70K | ﹤0.01% | 2348 |
|
|
2025
Q1 | $553K | Buy |
+50,538
| New | +$553K | ﹤0.01% | 2362 |
|
|
2024
Q4 | – | Sell |
-11,270
| Closed | -$108K | – | 3559 |
|
|
2024
Q3 | $108K | Buy |
+11,270
| New | +$108K | ﹤0.01% | 3268 |
|
|
2024
Q1 | – | Sell |
-15,136
| Closed | -$202K | – | 3409 |
|
|
2023
Q4 | $202K | Sell |
15,136
-1,307
| -8% | -$17.4K | ﹤0.01% | 2979 |
|
|
2023
Q3 | $186K | Sell |
16,443
-5,234
| -24% | -$59.2K | ﹤0.01% | 2924 |
|
|
2023
Q2 | $785K | Sell |
21,677
-19
| -0.1% | -$688 | ﹤0.01% | 1894 |
|
|
2023
Q1 | $832K | Sell |
21,696
-185
| -0.8% | -$7.09K | ﹤0.01% | 1777 |
|
|
2022
Q4 | $922K | Buy |
21,881
+5,376
| +33% | +$227K | ﹤0.01% | 1716 |
|
|
2022
Q3 | $571K | Buy |
16,505
+26
| +0.2% | +$899 | ﹤0.01% | 1916 |
|
|
2022
Q2 | $675K | Sell |
16,479
-912
| -5% | -$37.4K | ﹤0.01% | 1860 |
|
|
2022
Q1 | $735K | Sell |
17,391
-558
| -3% | -$23.6K | ﹤0.01% | 1923 |
|
|
2021
Q4 | $747K | Buy |
17,949
+1,210
| +7% | +$50.4K | ﹤0.01% | 1912 |
|
|
2021
Q3 | $683K | Sell |
16,739
-2,203
| -12% | -$89.9K | ﹤0.01% | 1870 |
|
|
2021
Q2 | $801K | Buy |
18,942
+1,184
| +7% | +$50.1K | ﹤0.01% | 1772 |
|
|
2021
Q1 | $788K | Sell |
17,758
-937
| -5% | -$41.6K | ﹤0.01% | 1710 |
|
|
2020
Q4 | $662K | Buy |
18,695
+1,948
| +12% | +$69K | ﹤0.01% | 1464 |
|
|
2020
Q3 | $557K | Sell |
16,747
-820
| -5% | -$27.3K | ﹤0.01% | 1509 |
|
|
2020
Q2 | $634K | Sell |
17,567
-3,133
| -15% | -$113K | ﹤0.01% | 1334 |
|
|
2020
Q1 | $889K | Buy |
20,700
+2,445
| +13% | +$105K | 0.01% | 1058 |
|
|
2019
Q4 | $854K | Buy |
18,255
+22
| +0.1% | +$1.03K | 0.01% | 1222 |
|
|
2019
Q3 | $829K | Buy |
18,233
+162
| +0.9% | +$7.37K | ﹤0.01% | 1268 |
|
|
2019
Q2 | $788K | Buy |
18,071
+57
| +0.3% | +$2.49K | ﹤0.01% | 1312 |
|
|
2019
Q1 | $733K | Sell |
18,014
-100
| -0.6% | -$4.07K | ﹤0.01% | 1273 |
|
|
2018
Q4 | $664K | Buy |
18,114
+798
| +5% | +$29.3K | 0.01% | 1216 |
|
|
2018
Q3 | $616K | Buy |
17,316
+2,985
| +21% | +$106K | ﹤0.01% | 1355 |
|
|
2018
Q2 | $494K | Sell |
14,331
-667
| -4% | -$23K | ﹤0.01% | 1458 |
|
|
2018
Q1 | $517K | Sell |
14,998
-16,111
| -52% | -$555K | ﹤0.01% | 1397 |
|
|
2017
Q4 | $1.12M | Buy |
31,109
+2
| +0% | +$72 | 0.01% | 1049 |
|
|
2017
Q3 | $1.04M | Buy |
31,107
+18,014
| +138% | +$601K | 0.01% | 1074 |
|
|
2017
Q2 | $422K | Buy |
13,093
+603
| +5% | +$19.4K | ﹤0.01% | 1454 |
|
|
2017
Q1 | $416K | Sell |
12,490
-11,513
| -48% | -$383K | ﹤0.01% | 1409 |
|
|
2016
Q4 | $793K | Buy |
24,003
+11,873
| +98% | +$392K | 0.01% | 1066 |
|
|
2016
Q3 | $362K | Sell |
12,130
-189
| -2% | -$5.64K | ﹤0.01% | 1378 |
|
|
2016
Q2 | $405K | Buy |
12,319
+598
| +5% | +$19.7K | 0.01% | 1207 |
|
|
2016
Q1 | $380K | Buy |
11,721
+1,540
| +15% | +$49.9K | ﹤0.01% | 1432 |
|
|
2015
Q4 | $295K | Sell |
10,181
-802
| -7% | -$23.2K | ﹤0.01% | 1576 |
|
|
2015
Q3 | $314K | Buy |
10,983
+562
| +5% | +$16.1K | ﹤0.01% | 1435 |
|
|
2015
Q2 | $309K | Hold |
10,421
| – | – | 0.01% | 1184 |
|
|
2015
Q1 | $335K | Sell |
10,421
-47,363
| -82% | -$1.52M | 0.01% | 1201 |
|
|
2014
Q4 | $1.94M | Sell |
57,784
-5,726
| -9% | -$192K | 0.03% | 594 |
|
|
2014
Q3 | $1.9M | Buy |
63,510
+22,528
| +55% | +$674K | 0.03% | 573 |
|
|
2014
Q2 | $1.04M | Buy |
+40,982
| New | +$1.04M | 0.02% | 792 |
|