IMS Capital Management’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 | $364K | Sell |
34,222
-99,315
| -74% | -$1.06M | 0.17% | 97 |
|
|
2025
Q1 | $1.46M | Buy |
133,537
+81,090
| +155% | +$888K | 0.74% | 42 |
|
|
2024
Q4 | $510K | Buy |
52,447
+485
| +0.9% | +$4.72K | 0.24% | 83 |
|
|
2024
Q3 | $503K | Buy |
51,962
+5
| +0% | +$48 | 0.23% | 89 |
|
|
2024
Q2 | $623K | Buy |
51,957
+1,257
| +2% | +$15.1K | 0.29% | 74 |
|
|
2024
Q1 | $571K | Hold |
50,700
| – | – | 0.27% | 79 |
|
|
2023
Q4 | $719K | Buy |
+50,700
| New | +$719K | 0.35% | 69 |
|