Simplex Trading’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 | $645K | Buy |
60,747
+52,983
| +682% | +$563K | ﹤0.01% | 535 |
|
|
2025
Q1 | $85K | Sell |
7,764
-106,485
| -93% | -$1.17M | ﹤0.01% | 1127 |
|
|
2024
Q4 | $1.11M | Sell |
114,249
-94,965
| -45% | -$923K | ﹤0.01% | 412 |
|
|
2024
Q3 | $2.03M | Buy |
+209,214
| New | +$2.03M | ﹤0.01% | 270 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3086 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3047 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3099 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2995 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3085 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3051 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3191 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3361 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3282 |
|
|
2022
Q1 | – | Sell |
-1,368
| Closed | -$56K | – | 3457 |
|
|
2021
Q4 | $56K | Buy |
+1,368
| New | +$56K | ﹤0.01% | 1806 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3186 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3266 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2999 |
|
|
2020
Q4 | – | Sell |
-3
| Closed | – | – | 2758 |
|
|
2020
Q3 | $0 | Sell |
3
-215
| -99% | – | ﹤0.01% | 2582 |
|
|
2020
Q2 | $7K | Sell |
218
-3,541
| -94% | -$114K | ﹤0.01% | 1686 |
|
|
2020
Q1 | $161K | Buy |
+3,759
| New | +$161K | ﹤0.01% | 800 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2369 |
|
|
2019
Q3 | – | Sell |
-211
| Closed | -$9K | – | 2324 |
|
|
2019
Q2 | $9K | Sell |
211
-1,282
| -86% | -$54.7K | ﹤0.01% | 1465 |
|
|
2019
Q1 | $60K | Buy |
1,493
+1,394
| +1,408% | +$56K | ﹤0.01% | 1055 |
|
|
2018
Q4 | $3K | Sell |
99
-1,272
| -93% | -$38.5K | ﹤0.01% | 1653 |
|
|
2018
Q3 | $48K | Buy |
+1,371
| New | +$48K | ﹤0.01% | 1271 |
|
|
2018
Q2 | – | Sell |
-279
| Closed | -$9K | – | 2441 |
|
|
2018
Q1 | $9K | Buy |
+279
| New | +$9K | ﹤0.01% | 1599 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2280 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2188 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2236 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2226 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2134 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2068 |
|
|
2016
Q2 | – | Sell |
-1,075
| Closed | -$34K | – | 2116 |
|
|
2016
Q1 | $34K | Buy |
+1,075
| New | +$34K | ﹤0.01% | 962 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2102 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | – | – | 2118 |
|
|
2015
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2029 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1634 |
|