Inspire Investing’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 | $393K | Buy |
36,948
+5,737
| +18% | +$61K | 0.04% | 399 |
|
|
2025
Q1 | $342K | Sell |
31,211
-10,335
| -25% | -$113K | 0.04% | 674 |
|
|
2024
Q4 | $404K | Sell |
41,546
-741
| -2% | -$7.21K | 0.05% | 394 |
|
|
2024
Q3 | $409K | Buy |
42,287
+3,215
| +8% | +$31.1K | 0.04% | 723 |
|
|
2024
Q2 | $352K | Buy |
39,072
+7,413
| +23% | +$66.9K | 0.04% | 526 |
|
|
2024
Q1 | $357K | Buy |
+31,659
| New | +$357K | 0.04% | 711 |
|
|
2023
Q3 | – | Sell |
-8,681
| Closed | -$314K | – | 843 |
|
|
2023
Q2 | $314K | Buy |
8,681
+1,573
| +22% | +$56.9K | 0.04% | 553 |
|
|
2023
Q1 | $273K | Buy |
7,108
+1,503
| +27% | +$57.7K | 0.03% | 614 |
|
|
2022
Q4 | $235K | Sell |
5,605
-378
| -6% | -$15.8K | 0.03% | 689 |
|
|
2022
Q3 | $207K | Buy |
5,983
+799
| +15% | +$27.6K | 0.03% | 483 |
|
|
2022
Q2 | $212K | Sell |
5,184
-380
| -7% | -$15.5K | 0.03% | 525 |
|
|
2022
Q1 | $235K | Sell |
5,564
-400
| -7% | -$16.9K | 0.03% | 593 |
|
|
2021
Q4 | $248K | Buy |
5,964
+288
| +5% | +$12K | 0.03% | 574 |
|
|
2021
Q3 | $232K | Buy |
+5,676
| New | +$232K | 0.03% | 546 |
|
|
2018
Q1 | – | Sell |
-1,610
| Closed | -$58K | – | 408 |
|
|
2017
Q4 | $58K | Buy |
+1,610
| New | +$58K | 0.05% | 389 |
|