Newbridge Financial Services Group’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 | $131K | Buy |
12,350
+350
| +3% | +$3.72K | 0.02% | 344 |
|
|
2025
Q1 | $131K | Buy |
12,000
+1,000
| +9% | +$11K | 0.03% | 235 |
|
|
2024
Q4 | $107K | Buy |
+11,000
| New | +$107K | 0.03% | 276 |
|
|
2024
Q3 | – | Sell |
-5,500
| Closed | -$49.6K | – | 839 |
|
|
2024
Q2 | $49.6K | Sell |
5,500
-2,000
| -27% | -$18K | 0.02% | 375 |
|
|
2024
Q1 | $84.5K | Buy |
7,500
+4,750
| +173% | +$53.5K | 0.04% | 315 |
|
|
2023
Q4 | $39K | Sell |
2,750
-100
| -4% | -$1.42K | 0.02% | 446 |
|
|
2023
Q3 | $35.1K | Buy |
+2,850
| New | +$35.1K | 0.02% | 506 |
|