IFP Advisors’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.5K | Buy |
2,740
+11
| +0.4% | +$283 | ﹤0.01% | 2082 |
|
|
2025
Q4 | $69K | Buy |
2,729
+1,620
| +146% | +$40.3K | ﹤0.01% | 2012 |
|
|
2025
Q3 | $27.5K | Buy |
1,109
+235
| +27% | +$5.93K | ﹤0.01% | 2405 |
|
|
2025
Q2 | $21.8K | Sell |
874
-1,071
| -55% | -$25.1K | ﹤0.01% | 2502 |
|
|
2025
Q1 | $52.4K | Hold |
1,945
| – | – | ﹤0.01% | 1869 |
|
|
2024
Q4 | $55.7K | Sell |
1,945
-100
| -5% | -$2.57K | ﹤0.01% | 1781 |
|
|
2024
Q3 | $47.3K | Buy |
2,045
+2,013
| +6,291% | +$47.1K | ﹤0.01% | 1761 |
|
|
2024
Q2 | $664 | Sell |
32
-67
| -68% | -$1.41K | ﹤0.01% | 3057 |
|
|
2024
Q1 | $2.17K | Hold |
99
| – | – | ﹤0.01% | 2672 |
|
|
2023
Q4 | $2.26K | Sell |
99
-29
| -23% | -$567 | ﹤0.01% | 2649 |
|
|
2023
Q3 | $2.31K | Hold |
128
| – | – | ﹤0.01% | 2788 |
|
|
2023
Q2 | $2.31K | Buy |
128
+61
| +91% | +$1.12K | ﹤0.01% | 2827 |
|
|
2023
Q1 | $1.98K | Sell |
67
-1,036
| -94% | -$26.1K | ﹤0.01% | 2898 |
|
|
2022
Q4 | $44K | Buy |
1,103
+109
| +11% | +$2.8K | ﹤0.01% | 2330 |
|
|
2022
Q3 | $46K | Buy |
994
+284
| +40% | +$7.15K | ﹤0.01% | 2429 |
|
|
2022
Q2 | $38K | Hold |
710
| – | – | ﹤0.01% | 2347 |
|
|
2022
Q1 | $38K | Buy |
710
+643
| +960% | +$18.6K | ﹤0.01% | 2347 |
|
|
2021
Q4 | $2K | Hold |
67
| – | – | ﹤0.01% | 2780 |
|
|
2021
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 2845 |
|
|
2021
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 2736 |
|
|
2021
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 2665 |
|
|
2020
Q4 | $2K | Hold |
67
| – | – | ﹤0.01% | 2607 |
|
|
2020
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 2626 |
|
|
2020
Q2 | $1K | Sell |
67
-146
| -69% | -$2.45K | ﹤0.01% | 2532 |
|
|
2020
Q1 | $5K | Sell |
213
-88
| -29% | -$2.22K | ﹤0.01% | 2052 |
|
|
2019
Q4 | $8K | Buy |
301
+28
| +10% | +$787 | ﹤0.01% | 2015 |
|
|
2019
Q3 | $8K | Buy |
+273
| New | +$7.08K | ﹤0.01% | 2164 |
|
|
2019
Q1 | – | Sell |
-451
| Closed | -$10K | – | 2702 |
|
|
2018
Q4 | $10K | Buy |
451
+157
| +53% | +$3.88K | ﹤0.01% | 2501 |
|
|
2018
Q3 | $8K | Buy |
+294
| New | +$8.41K | ﹤0.01% | 2966 |
|
Other funds holding FHB
VPM
VCM
