SEI Investments’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 | $190K | Buy |
17,887
+2,855
| +19% | +$30.3K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $165K | Buy |
+15,032
| New | +$165K | ﹤0.01% | 2503 |
|
|
2023
Q3 | – | Sell |
-54,012
| Closed | -$1.96M | – | 2648 |
|
|
2023
Q2 | $1.96M | Buy |
54,012
+7,543
| +16% | +$273K | ﹤0.01% | 1641 |
|
|
2023
Q1 | $1.78M | Buy |
46,469
+17,747
| +62% | +$681K | ﹤0.01% | 1667 |
|
|
2022
Q4 | $1.2M | Sell |
28,722
-10,033
| -26% | -$420K | ﹤0.01% | 1695 |
|
|
2022
Q3 | $1.34M | Sell |
38,755
-21,463
| -36% | -$744K | ﹤0.01% | 1700 |
|
|
2022
Q2 | $2.47M | Buy |
60,218
+1,880
| +3% | +$77.1K | 0.01% | 1448 |
|
|
2022
Q1 | $2.47M | Buy |
58,338
+7,167
| +14% | +$304K | 0.01% | 1464 |
|
|
2021
Q4 | $2.12M | Buy |
51,171
+259
| +0.5% | +$10.7K | ﹤0.01% | 1560 |
|
|
2021
Q3 | $2.08M | Sell |
50,912
-3,444
| -6% | -$141K | ﹤0.01% | 1483 |
|
|
2021
Q2 | $2.29M | Sell |
54,356
-8,516
| -14% | -$358K | 0.01% | 1459 |
|
|
2021
Q1 | $2.23M | Hold |
62,872
| – | – | 0.01% | 1404 |
|
|
2020
Q4 | $2.23M | Sell |
62,872
-9,891
| -14% | -$350K | 0.01% | 1335 |
|
|
2020
Q3 | $2.43M | Sell |
72,763
-6,038
| -8% | -$201K | 0.01% | 1200 |
|
|
2020
Q2 | $2.82M | Sell |
78,801
-28,201
| -26% | -$1.01M | 0.01% | 1115 |
|
|
2020
Q1 | $4.52M | Sell |
107,002
-7,310
| -6% | -$309K | 0.02% | 807 |
|
|
2019
Q4 | $5.43M | Sell |
114,312
-178
| -0.2% | -$8.45K | 0.02% | 881 |
|
|
2019
Q3 | $5.3M | Sell |
114,490
-421
| -0.4% | -$19.5K | 0.01% | 913 |
|
|
2019
Q2 | $5.08M | Buy |
114,911
+10,433
| +10% | +$461K | 0.02% | 925 |
|
|
2019
Q1 | $4.24M | Buy |
104,478
+2,326
| +2% | +$94.5K | 0.01% | 991 |
|
|
2018
Q4 | $3.81M | Buy |
102,152
+17,095
| +20% | +$638K | 0.01% | 1028 |
|
|
2018
Q3 | $3.04M | Sell |
85,057
-45,526
| -35% | -$1.63M | 0.01% | 1111 |
|
|
2018
Q2 | $4.48M | Buy |
130,583
+18,296
| +16% | +$628K | 0.02% | 971 |
|
|
2018
Q1 | $3.86M | Buy |
112,287
+14,434
| +15% | +$496K | 0.01% | 951 |
|
|
2017
Q4 | $3.54M | Buy |
97,853
+6,088
| +7% | +$220K | 0.01% | 1062 |
|
|
2017
Q3 | $3.06M | Buy |
91,765
+27,409
| +43% | +$915K | 0.01% | 1075 |
|
|
2017
Q2 | $2.08M | Buy |
64,356
+22,082
| +52% | +$715K | 0.01% | 1179 |
|
|
2017
Q1 | $1.41M | Buy |
42,274
+39,728
| +1,560% | +$1.32M | 0.01% | 1270 |
|
|
2016
Q4 | $85K | Buy |
2,546
+1,342
| +111% | +$44.8K | ﹤0.01% | 2000 |
|
|
2016
Q3 | $36K | Buy |
1,204
+331
| +38% | +$9.9K | ﹤0.01% | 2144 |
|
|
2016
Q2 | $29K | Buy |
873
+261
| +43% | +$8.67K | ﹤0.01% | 2072 |
|
|
2016
Q1 | $20K | Buy |
612
+22
| +4% | +$719 | ﹤0.01% | 2049 |
|
|
2015
Q4 | $17K | Buy |
590
+177
| +43% | +$5.1K | ﹤0.01% | 2146 |
|
|
2015
Q3 | $12K | Sell |
413
-13
| -3% | -$378 | ﹤0.01% | 2155 |
|
|
2015
Q2 | $13K | Sell |
426
-15
| -3% | -$458 | ﹤0.01% | 1870 |
|
|
2015
Q1 | $16K | Hold |
441
| – | – | ﹤0.01% | 1842 |
|
|
2014
Q4 | $16K | Buy |
+441
| New | +$16K | ﹤0.01% | 1831 |
|