Steward Partners Investment Advisory’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
13,143
-3,535
| -21% | -$88.2K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $408K | Buy |
16,678
+3,148
| +23% | +$76.9K | ﹤0.01% | 1303 |
|
|
2024
Q4 | $351K | Buy |
13,530
+6,366
| +89% | +$165K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $166K | Buy |
7,164
+403
| +6% | +$9.33K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $140K | Buy |
6,761
+79
| +1% | +$1.64K | ﹤0.01% | 1622 |
|
|
2024
Q1 | $147K | Sell |
6,682
-1,434
| -18% | -$31.5K | ﹤0.01% | 1572 |
|
|
2023
Q4 | $186K | Buy |
8,116
+2,600
| +47% | +$59.4K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $99.6K | Sell |
5,516
-2,432
| -31% | -$43.9K | ﹤0.01% | 1569 |
|
|
2023
Q2 | $143K | Sell |
7,948
-1,231
| -13% | -$22.2K | ﹤0.01% | 1418 |
|
|
2023
Q1 | $189K | Buy |
9,179
+2,437
| +36% | +$50.3K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $176K | Buy |
6,742
+2,462
| +58% | +$64.1K | ﹤0.01% | 1295 |
|
|
2022
Q3 | $105K | Sell |
4,280
-128
| -3% | -$3.14K | ﹤0.01% | 1474 |
|
|
2022
Q2 | $100K | Hold |
4,408
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q1 | $123K | Buy |
4,408
+522
| +13% | +$14.6K | ﹤0.01% | 1518 |
|
|
2021
Q4 | $106K | Buy |
3,886
+498
| +15% | +$13.6K | ﹤0.01% | 1577 |
|
|
2021
Q3 | $99K | Hold |
3,388
| – | – | ﹤0.01% | 1554 |
|
|
2021
Q2 | $96K | Sell |
3,388
-424
| -11% | -$12K | ﹤0.01% | 2344 |
|
|
2021
Q1 | $104K | Hold |
3,812
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q4 | $90K | Hold |
3,812
| – | – | ﹤0.01% | 1408 |
|
|
2020
Q3 | $55K | Buy |
3,812
+2,386
| +167% | +$34.4K | ﹤0.01% | 1460 |
|
|
2020
Q2 | $25K | Hold |
1,426
| – | – | ﹤0.01% | 1692 |
|
|
2020
Q1 | $23K | Buy |
1,426
+1,001
| +236% | +$16.1K | ﹤0.01% | 1553 |
|
|
2019
Q4 | $12K | Buy |
+425
| New | +$12K | ﹤0.01% | 1942 |
|