Lindbrook Capital’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
Q1 | $20.2K | Buy |
1,846
+379
| +26% | +$4.15K | ﹤0.01% | 1349 |
|
|
2024
Q4 | $14.3K | Buy |
1,467
+493
| +51% | +$4.8K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $9.43K | Sell |
974
-1,108
| -53% | -$10.7K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $18.8K | Buy |
2,082
+507
| +32% | +$4.57K | ﹤0.01% | 1277 |
|
|
2024
Q1 | $17.8K | Buy |
+1,575
| New | +$17.8K | ﹤0.01% | 1274 |
|
|
2023
Q3 | – | Sell |
-305
| Closed | -$11K | – | 2758 |
|
|
2023
Q2 | $11K | Sell |
305
-155
| -34% | -$5.61K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $17.7K | Buy |
460
+119
| +35% | +$4.57K | ﹤0.01% | 1134 |
|
|
2022
Q4 | $14.3K | Buy |
341
+307
| +903% | +$12.8K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 2342 |
|
|
2022
Q2 | $1K | Sell |
34
-65
| -66% | -$1.91K | ﹤0.01% | 2256 |
|
|
2022
Q1 | $4K | Buy |
99
+79
| +395% | +$3.19K | ﹤0.01% | 1699 |
|
|
2021
Q4 | $1K | Sell |
20
-39
| -66% | -$1.95K | ﹤0.01% | 1928 |
|
|
2021
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q2 | $2K | Sell |
59
-11
| -16% | -$373 | ﹤0.01% | 1592 |
|
|
2021
Q1 | $3K | Buy |
70
+14
| +25% | +$600 | ﹤0.01% | 1416 |
|
|
2020
Q4 | $2K | Sell |
56
-11
| -16% | -$393 | ﹤0.01% | 1453 |
|
|
2020
Q3 | $2K | Buy |
67
+15
| +29% | +$448 | ﹤0.01% | 1390 |
|
|
2020
Q2 | $2K | Sell |
52
-116
| -69% | -$4.46K | ﹤0.01% | 1392 |
|
|
2020
Q1 | $7K | Sell |
168
-76
| -31% | -$3.17K | ﹤0.01% | 871 |
|
|
2019
Q4 | $11K | Buy |
244
+56
| +30% | +$2.53K | ﹤0.01% | 901 |
|
|
2019
Q3 | $9K | Buy |
188
+76
| +68% | +$3.64K | ﹤0.01% | 927 |
|
|
2019
Q2 | $4K | Buy |
112
+62
| +124% | +$2.21K | ﹤0.01% | 1099 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1256 |
|