IFP Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1K | Sell |
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|
2025
Q1 | $56.7K | Buy |
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|
2024
Q4 | $43.6K | Buy |
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|
2024
Q3 | $34.8K | Buy |
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|
2024
Q2 | $12.5K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $11.5K | Buy |
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|
2023
Q3 | $1.35K | Hold |
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|
2023
Q2 | $3.98K | Hold |
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|
2023
Q1 | $3.74K | Sell |
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|
2022
Q4 | $25K | Sell |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $5K | Sell |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $23K | Sell |
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|
2019
Q3 | $34K | Buy |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $320K | Buy |
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|
2018
Q2 | $307K | Buy |
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|
2018
Q1 | $149K | Hold |
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|
2017
Q4 | $149K | Sell |
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|
2017
Q3 | $328K | Buy |
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|
2017
Q2 | $302K | Buy |
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|
2017
Q1 | $309K | Buy |
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|
2016
Q4 | $305K | Buy |
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|
2016
Q3 | $244K | Sell |
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|
2016
Q2 | $273K | Buy |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $228K | Buy |
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