Richardson Financial Services’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 | $11.2K | Hold |
1,050
| – | – | 0.01% | 398 |
|
|
2025
Q1 | $11.5K | Hold |
1,050
| – | – | 0.01% | 369 |
|
|
2024
Q4 | $10.2K | Sell |
1,050
-1,050
| -50% | -$10.2K | 0.01% | 398 |
|
|
2024
Q3 | $19.6K | Buy |
2,100
+1,050
| +100% | +$9.82K | 0.01% | 347 |
|
|
2024
Q2 | $9.47K | Hold |
1,050
| – | – | 0.01% | 388 |
|
|
2024
Q1 | $11.8K | Buy |
+1,050
| New | +$11.8K | 0.01% | 391 |
|