Jones Financial Companies’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 | $97K | Buy |
9,112
+1,205
| +15% | +$12.8K | ﹤0.01% | 1952 |
|
|
2025
Q1 | $87.9K | Buy |
7,907
+3,063
| +63% | +$34.1K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $47.1K | Buy |
4,844
+1,889
| +64% | +$18.4K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $29.4K | Buy |
2,955
+225
| +8% | +$2.24K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $24.6K | Buy |
+2,730
| New | +$24.6K | ﹤0.01% | 1482 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$14.5K | – | 700 |
|
|
2023
Q2 | $14.5K | Buy |
+400
| New | +$14.5K | ﹤0.01% | 447 |
|
|
2022
Q3 | – | Sell |
-130
| Closed | -$5K | – | 615 |
|
|
2022
Q2 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 545 |
|
|
2021
Q3 | – | Sell |
-1,938
| Closed | -$82K | – | 651 |
|
|
2021
Q2 | $82K | Buy |
+1,938
| New | +$82K | ﹤0.01% | 275 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$3K | – | 766 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 708 |
|