Private Trust Company’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 | $12.1K | Hold |
1,137
| – | – | ﹤0.01% | 1748 |
|
|
2025
Q1 | $12.5K | Buy |
1,137
+104
| +10% | +$1.14K | ﹤0.01% | 1733 |
|
|
2024
Q4 | $10.1K | Sell |
1,033
-299
| -22% | -$2.91K | ﹤0.01% | 1751 |
|
|
2024
Q3 | $12.9K | Buy |
1,332
+299
| +29% | +$2.89K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $9.32K | Sell |
1,033
-402
| -28% | -$3.63K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $16.2K | Hold |
1,435
| – | – | ﹤0.01% | 1509 |
|
|
2023
Q4 | $20.4K | Sell |
1,435
-36
| -2% | -$511 | ﹤0.01% | 1394 |
|
|
2023
Q3 | $18.1K | Buy |
+1,471
| New | +$18.1K | ﹤0.01% | 1390 |
|
|
2022
Q4 | – | Sell |
-41
| Closed | -$1K | – | 2208 |
|
|
2022
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 1954 |
|
|
2022
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 1959 |
|
|
2014
Q4 | – | Sell |
-40
| Closed | -$1K | – | 663 |
|
|
2014
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1738 |
|
|
2014
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1759 |
|
|
2014
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1630 |
|