IFP 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 | $33.1K | Sell |
2,130
-3,018
| -59% | -$47K | ﹤0.01% | 2269 |
|
|
2025
Q1 | $56.7K | Buy |
5,148
+700
| +16% | +$7.71K | ﹤0.01% | 1840 |
|
|
2024
Q4 | $43.6K | Buy |
4,448
+854
| +24% | +$8.37K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $34.8K | Buy |
3,594
+2,206
| +159% | +$21.4K | ﹤0.01% | 1889 |
|
|
2024
Q2 | $12.5K | Buy |
+1,388
| New | +$12.5K | ﹤0.01% | 2267 |
|
|
2024
Q1 | – | Sell |
-811
| Closed | -$11.5K | – | 3173 |
|
|
2023
Q4 | $11.5K | Buy |
811
+701
| +637% | +$9.95K | ﹤0.01% | 2142 |
|
|
2023
Q3 | $1.36K | Hold |
110
| – | – | ﹤0.01% | 2933 |
|
|
2023
Q2 | $3.98K | Hold |
110
| – | – | ﹤0.01% | 2627 |
|
|
2023
Q1 | $3.74K | Sell |
110
-502
| -82% | -$17.1K | ﹤0.01% | 2682 |
|
|
2022
Q4 | $25K | Sell |
612
-26
| -4% | -$1.06K | ﹤0.01% | 2714 |
|
|
2022
Q3 | $27K | Buy |
638
+142
| +29% | +$6.01K | ﹤0.01% | 2840 |
|
|
2022
Q2 | $20K | Hold |
496
| – | – | ﹤0.01% | 2831 |
|
|
2022
Q1 | $20K | Buy |
496
+378
| +320% | +$15.2K | ﹤0.01% | 2831 |
|
|
2021
Q4 | $5K | Sell |
118
-9
| -7% | -$381 | ﹤0.01% | 2443 |
|
|
2021
Q3 | $6K | Buy |
127
+5
| +4% | +$236 | ﹤0.01% | 2425 |
|
|
2021
Q2 | $5K | Hold |
122
| – | – | ﹤0.01% | 2449 |
|
|
2021
Q1 | $5K | Hold |
122
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q4 | $4K | Sell |
122
-69
| -36% | -$2.26K | ﹤0.01% | 2391 |
|
|
2020
Q3 | $6K | Sell |
191
-175
| -48% | -$5.5K | ﹤0.01% | 2089 |
|
|
2020
Q2 | $13K | Hold |
366
| – | – | ﹤0.01% | 1718 |
|
|
2020
Q1 | $15K | Sell |
366
-139
| -28% | -$5.7K | ﹤0.01% | 1595 |
|
|
2019
Q4 | $23K | Sell |
505
-238
| -32% | -$10.8K | ﹤0.01% | 1560 |
|
|
2019
Q3 | $34K | Buy |
+743
| New | +$34K | ﹤0.01% | 1532 |
|
|
2019
Q1 | $6K | Sell |
138
-5,773
| -98% | -$251K | ﹤0.01% | 1788 |
|
|
2018
Q4 | $214K | Sell |
5,911
-3,068
| -34% | -$111K | 0.01% | 834 |
|
|
2018
Q3 | $320K | Buy |
8,979
+40
| +0.4% | +$1.43K | 0.01% | 855 |
|
|
2018
Q2 | $307K | Buy |
8,939
+4,825
| +117% | +$166K | 0.01% | 865 |
|
|
2018
Q1 | $149K | Hold |
4,114
| – | – | 0.01% | 1133 |
|
|
2017
Q4 | $149K | Sell |
4,114
-5,705
| -58% | -$207K | 0.01% | 1130 |
|
|
2017
Q3 | $328K | Buy |
9,819
+499
| +5% | +$16.7K | 0.01% | 880 |
|
|
2017
Q2 | $302K | Buy |
9,320
+42
| +0.5% | +$1.36K | 0.01% | 893 |
|
|
2017
Q1 | $309K | Buy |
9,278
+44
| +0.5% | +$1.47K | 0.01% | 882 |
|
|
2016
Q4 | $305K | Buy |
9,234
+1,047
| +13% | +$34.6K | 0.01% | 842 |
|
|
2016
Q3 | $244K | Sell |
8,187
-132
| -2% | -$3.93K | 0.01% | 898 |
|
|
2016
Q2 | $273K | Buy |
8,319
+8,181
| +5,928% | +$268K | 0.02% | 826 |
|
|
2016
Q1 | $6K | Sell |
138
-7,751
| -98% | -$337K | ﹤0.01% | 1788 |
|
|
2015
Q4 | $228K | Buy |
+7,889
| New | +$228K | 0.02% | 775 |
|