J.W. Cole Advisors’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $725K | Buy |
10,731
+3,237
| +43% | +$219K | 0.02% | 792 |
|
2025
Q1 | $517K | Buy |
7,494
+1,585
| +27% | +$109K | 0.02% | 758 |
|
2024
Q4 | $421K | Sell |
5,909
-4
| -0.1% | -$285 | 0.02% | 665 |
|
2024
Q3 | $371K | Sell |
5,913
-1,126
| -16% | -$70.7K | 0.02% | 706 |
|
2024
Q2 | $403K | Sell |
7,039
-969
| -12% | -$55.4K | 0.02% | 588 |
|
2024
Q1 | $494K | Buy |
8,008
+1,539
| +24% | +$94.9K | 0.02% | 534 |
|
2023
Q4 | $469K | Buy |
+6,469
| New | +$469K | 0.03% | 508 |
|
2020
Q1 | – | Sell |
-2,132
| Closed | -$203K | – | 151 |
|
2019
Q4 | $203K | Buy |
+2,132
| New | +$203K | 0.03% | 524 |
|