Plante Moran Financial Advisors’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-402
| Closed | -$20K | – | 822 |
|
|
2023
Q3 | $20K | Hold |
402
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $16.6K | Hold |
402
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $20.9K | Buy |
402
+19
| +5% | +$1.33K | ﹤0.01% | 432 |
|
|
2022
Q4 | $29.7K | Buy |
383
+3
| +0.8% | +$233 | ﹤0.01% | 386 |
|
|
2022
Q3 | $29K | Buy |
380
+3
| +0.8% | +$236 | 0.01% | 392 |
|
|
2022
Q2 | $28K | Buy |
377
+4
| +1% | +$308 | ﹤0.01% | 400 |
|
|
2022
Q1 | $31K | Buy |
373
+3
| +0.8% | +$259 | 0.01% | 408 |
|
|
2021
Q4 | $31K | Buy |
370
+3
| +0.8% | +$253 | 0.01% | 458 |
|
|
2021
Q3 | $30K | Buy |
367
+3
| +0.8% | +$249 | 0.01% | 470 |
|
|
2021
Q2 | $31K | Buy |
364
+3
| +0.8% | +$269 | 0.01% | 463 |
|
|
2021
Q1 | $32K | Buy |
361
+3
| +0.8% | +$261 | 0.01% | 446 |
|
|
2020
Q4 | $27K | Buy |
358
+3
| +0.8% | +$205 | 0.01% | 456 |
|
|
2020
Q3 | $18K | Buy |
355
+4
| +1% | +$223 | 0.01% | 519 |
|
|
2020
Q2 | $22K | Buy |
351
+110
| +46% | +$6.8K | 0.01% | 408 |
|
|
2020
Q1 | $13K | Buy |
241
+3
| +1% | +$241 | 0.01% | 457 |
|
|
2019
Q4 | $23K | Buy |
238
+2
| +0.8% | +$178 | 0.01% | 437 |
|
|
2019
Q3 | $20K | Buy |
236
+1
| +0.4% | +$83 | 0.01% | 490 |
|
|
2019
Q2 | $19K | Buy |
235
+2
| +0.9% | +$161 | 0.01% | 483 |
|
|
2019
Q1 | $18K | Buy |
+233
| New | +$18.3K | 0.01% | 486 |
|
|
2018
Q3 | – | Sell |
-230
| Closed | -$19K | – | 761 |
|
|
2018
Q2 | $19K | Buy |
230
+2
| +0.9% | +$170 | 0.01% | 475 |
|
|
2018
Q1 | $19K | Buy |
228
+1
| +0.4% | +$85 | 0.01% | 512 |
|
|
2017
Q4 | $19K | Buy |
227
+8
| +4% | +$667 | 0.01% | 507 |
|
|
2017
Q3 | $18K | Buy |
219
+10
| +5% | +$810 | 0.01% | 475 |
|
|
2017
Q2 | $17K | Buy |
209
+1
| +0.5% | +$81 | 0.01% | 491 |
|
|
2017
Q1 | $17K | Sell |
208
-11
| -5% | -$936 | 0.01% | 500 |
|
|
2016
Q4 | $19K | Buy |
219
+21
| +11% | +$1.7K | 0.01% | 489 |
|
|
2016
Q3 | $14K | Buy |
198
+1
| +0.5% | +$70 | 0.01% | 539 |
|
|
2016
Q2 | $14K | Buy |
197
+2
| +1% | +$138 | 0.01% | 477 |
|
|
2016
Q1 | $13K | Buy |
195
+17
| +10% | +$1.07K | 0.01% | 442 |
|
|
2015
Q4 | $11K | Buy |
178
+12
| +7% | +$788 | 0.01% | 551 |
|
|
2015
Q3 | $11K | Buy |
166
+1
| +0.6% | +$65 | 0.01% | 465 |
|
|
2015
Q2 | $11K | Buy |
165
+1
| +0.6% | +$63 | 0.01% | 505 |
|
|
2015
Q1 | $10K | Buy |
164
+9
| +6% | +$532 | 0.01% | 513 |
|
|
2014
Q4 | $9K | Buy |
155
+1
| +0.6% | +$58 | 0.01% | 551 |
|
|
2014
Q3 | $9K | Buy |
154
+10
| +7% | +$579 | 0.01% | 551 |
|
|
2014
Q2 | $8K | Buy |
144
+7
| +5% | +$400 | 0.01% | 579 |
|
|
2014
Q1 | $8K | Buy |
137
+9
| +7% | +$525 | 0.01% | 399 |
|
|
2013
Q4 | $8K | Buy |
128
+8
| +7% | +$460 | ﹤0.01% | 482 |
|
|
2013
Q3 | $7K | Buy |
120
+1
| +0.8% | +$54 | ﹤0.01% | 435 |
|
|
2013
Q2 | $6K | Buy |
+119
| New | +$5.85K | ﹤0.01% | 421 |
|
Other funds holding BOH
Plante Moran Financial Advisors's BOH Position: Q4 2023 in Review
Plante Moran Financial Advisors sold out of Bank of Hawaii (BOH) in Q4 2023, closing a stake of 402 shares — an estimated $20K sold.
Plante Moran Financial Advisors first reported a position in BOH in Q2 2013 and held it in 40 quarters. The position peaked at $32K in Q1 2021. 266 funds tracked by Wall St. Rank hold BOH as of Q4 2023.
- Plante Moran Financial Advisors reported no remaining Bank of Hawaii position as of Q4 2023 after selling out during the quarter.
- Plante Moran Financial Advisors sold 402 Bank of Hawaii shares in Q4 2023, an estimated $20K.
- Plante Moran Financial Advisors first reported a position in Bank of Hawaii in Q2 2013 and held it in 40 quarters.
- Plante Moran Financial Advisors's Bank of Hawaii position peaked at $32K in Q1 2021.
- 266 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2023.
Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.