IEQ Capital’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
$228K Buy
21,419
+11,032
+106% +$117K ﹤0.01% 1545
2025
Q1
$114K Buy
+10,387
New +$114K ﹤0.01% 1457
2024
Q2
Sell
-21,196
Closed -$239K 1018
2024
Q1
$239K Sell
21,196
-151
-0.7% -$1.7K ﹤0.01% 834
2023
Q4
$303K Buy
21,347
+2,282
+12% +$32.4K 0.01% 728
2023
Q3
$235K Buy
+19,065
New +$235K ﹤0.01% 794