LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Buy |
98,536
+32,736
| +50% | +$495K | ﹤0.01% | 3811 |
|
|
2025
Q4 | $809K | Buy |
65,800
+2,996
| +5% | +$34.7K | ﹤0.01% | 4278 |
|
|
2025
Q3 | $693K | Sell |
62,804
-528
| -0.8% | -$6.01K | ﹤0.01% | 4356 |
|
|
2025
Q2 | $673K | Buy |
63,332
+16,250
| +35% | +$170K | ﹤0.01% | 4120 |
|
|
2025
Q1 | $516K | Sell |
47,082
-362
| -0.8% | -$3.66K | ﹤0.01% | 4145 |
|
|
2024
Q4 | $462K | Buy |
47,444
+5,489
| +13% | +$55.5K | ﹤0.01% | 4167 |
|
|
2024
Q3 | $406K | Sell |
41,955
-1,597
| -4% | -$19.8K | ﹤0.01% | 4186 |
|
|
2024
Q2 | $393K | Buy |
43,552
+9,925
| +30% | +$103K | ﹤0.01% | 4062 |
|
|
2024
Q1 | $379K | Sell |
33,627
-13,454
| -29% | -$171K | ﹤0.01% | 4013 |
|
|
2023
Q4 | $668K | Sell |
47,081
-1,931
| -4% | -$25.1K | ﹤0.01% | 3419 |
|
|
2023
Q3 | $603K | Buy |
49,012
+9,772
| +25% | +$238K | ﹤0.01% | 3324 |
|
|
2023
Q2 | $1.42M | Buy |
39,240
+3,946
| +11% | +$149K | ﹤0.01% | 2556 |
|
|
2023
Q1 | $1.36M | Buy |
35,294
+3,479
| +11% | +$141K | ﹤0.01% | 2503 |
|
|
2022
Q4 | $1.33M | Sell |
31,815
-468
| -1% | -$18.1K | ﹤0.01% | 2415 |
|
|
2022
Q3 | $1.12M | Buy |
32,283
+2,289
| +8% | +$92.1K | ﹤0.01% | 2448 |
|
|
2022
Q2 | $1.23M | Buy |
29,994
+2,672
| +10% | +$112K | ﹤0.01% | 2419 |
|
|
2022
Q1 | $1.16M | Buy |
27,322
+3,904
| +17% | +$163K | ﹤0.01% | 2481 |
|
|
2021
Q4 | $972K | Sell |
23,418
-1,089
| -4% | -$44.2K | ﹤0.01% | 2687 |
|
|
2021
Q3 | $1M | Sell |
24,507
-1,229
| -5% | -$52.7K | ﹤0.01% | 2612 |
|
|
2021
Q2 | $1.09M | Sell |
25,736
-641
| -2% | -$27.8K | ﹤0.01% | 2489 |
|
|
2021
Q1 | $1.17M | Sell |
26,377
-1,881
| -7% | -$69K | ﹤0.01% | 2257 |
|
|
2020
Q4 | $1M | Buy |
28,258
+6,920
| +32% | +$245K | ﹤0.01% | 2182 |
|
|
2020
Q3 | $709K | Sell |
21,338
-1,691
| -7% | -$59.3K | ﹤0.01% | 2197 |
|
|
2020
Q2 | $830K | Buy |
23,029
+2,369
| +11% | +$91.8K | ﹤0.01% | 1979 |
|
|
2020
Q1 | $889K | Buy |
20,660
+1,341
| +7% | +$62K | ﹤0.01% | 1691 |
|
|
2019
Q4 | $905K | Sell |
19,319
-205
| -1% | -$9.19K | ﹤0.01% | 1915 |
|
|
2019
Q3 | $891K | Sell |
19,524
-925
| -5% | -$41.1K | ﹤0.01% | 1820 |
|
|
2019
Q2 | $891K | Sell |
20,449
-250
| -1% | -$10.5K | ﹤0.01% | 1811 |
|
|
2019
Q1 | $844K | Buy |
20,699
+83
| +0.4% | +$3.15K | ﹤0.01% | 1772 |
|
|
2018
Q4 | $755K | Buy |
20,616
+1,891
| +10% | +$70.1K | ﹤0.01% | 1734 |
|
|
2018
Q3 | $666K | Buy |
18,725
+631
| +3% | +$22.2K | ﹤0.01% | 1996 |
|
|
2018
Q2 | $621K | Sell |
18,094
-246
| -1% | -$8.36K | ﹤0.01% | 2002 |
|
|
2018
Q1 | $631K | Buy |
18,340
+2,661
| +17% | +$89.9K | ﹤0.01% | 1950 |
|
|
2017
Q4 | $567K | Buy |
15,679
+4,799
| +44% | +$174K | ﹤0.01% | 1952 |
|
|
2017
Q3 | $363K | Sell |
10,880
-1,403
| -11% | -$46.4K | ﹤0.01% | 2203 |
|
|
2017
Q2 | $398K | Sell |
12,283
-2,569
| -17% | -$85.4K | ﹤0.01% | 2057 |
|
|
2017
Q1 | $492K | Buy |
14,852
+7
| +0% | +$232 | ﹤0.01% | 1817 |
|
|
2016
Q4 | $488K | Sell |
14,845
-43
| -0.3% | -$1.31K | ﹤0.01% | 1769 |
|
|
2016
Q3 | $431K | Buy |
14,888
+1,642
| +12% | +$50.5K | ﹤0.01% | 1840 |
|
|
2016
Q2 | $438K | Sell |
13,246
-8,080
| -38% | -$266K | ﹤0.01% | 1793 |
|
|
2016
Q1 | $685K | Sell |
21,326
-5,894
| -22% | -$177K | ﹤0.01% | 1951 |
|
|
2015
Q4 | $783K | Buy |
27,220
+10,127
| +59% | +$292K | ﹤0.01% | 1871 |
|
|
2015
Q3 | $500K | Buy |
17,093
+1,518
| +10% | +$44.5K | ﹤0.01% | 1795 |
|
|
2015
Q2 | $470K | Buy |
15,575
+1,720
| +12% | +$53.5K | ﹤0.01% | 1941 |
|
|
2015
Q1 | $444K | Sell |
13,855
-1,387
| -9% | -$46.2K | ﹤0.01% | 1943 |
|
|
2014
Q4 | $510K | Sell |
15,242
-1,500
| -9% | -$43.7K | ﹤0.01% | 1756 |
|
|
2014
Q3 | $443K | Buy |
16,742
+797
| +5% | +$19.8K | ﹤0.01% | 1886 |
|
|
2014
Q2 | $404K | Buy |
15,945
+895
| +6% | +$21.8K | ﹤0.01% | 1966 |
|
|
2014
Q1 | $383K | Buy |
15,050
+3,453
| +30% | +$88.3K | ﹤0.01% | 1965 |
|
|
2013
Q4 | $302K | Buy |
11,597
+489
| +4% | +$12.6K | ﹤0.01% | 2111 |
|
|
2013
Q3 | $284K | Buy |
11,108
+867
| +8% | +$22.3K | ﹤0.01% | 2047 |
|
|
2013
Q2 | $259K | Buy |
+10,241
| New | +$273K | ﹤0.01% | 2010 |
|
Other funds holding HE
HKAM
VPM
VCM
QCM
