Jones Financial Companies’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
Q3 | $130K | Buy |
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|
2025
Q2 | $97K | Buy |
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|
2025
Q1 | $87.9K | Buy |
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|
2024
Q4 | $47.1K | Buy |
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|
2024
Q3 | $29.4K | Buy |
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|
2024
Q2 | $24.6K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $14.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $82K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3K | Buy |
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