Savant Capital’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 | $154K | Buy |
+14,533
| New | +$154K | ﹤0.01% | 1677 |
|
|
2024
Q4 | – | Sell |
-41,984
| Closed | -$406K | – | 1457 |
|
|
2024
Q3 | $406K | Sell |
41,984
-1,598
| -4% | -$15.5K | ﹤0.01% | 966 |
|
|
2024
Q2 | $393K | Sell |
43,582
-111
| -0.3% | -$1K | ﹤0.01% | 879 |
|
|
2024
Q1 | $492K | Buy |
+43,693
| New | +$492K | 0.01% | 731 |
|