Stifel Financial’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.26M | Sell |
354,338
-66,403
| -16% | -$1M | ﹤0.01% | 1320 |
|
|
2025
Q4 | $5.18M | Buy |
420,741
+11,268
| +3% | +$131K | ﹤0.01% | 1315 |
|
|
2025
Q3 | $4.52M | Buy |
409,473
+29,009
| +8% | +$330K | ﹤0.01% | 1364 |
|
|
2025
Q2 | $4.04M | Buy |
380,464
+4,872
| +1% | +$50.8K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $4.11M | Buy |
375,592
+33,632
| +10% | +$340K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $3.33M | Buy |
341,960
+297
| +0.1% | +$3K | ﹤0.01% | 1437 |
|
|
2024
Q3 | $3.31M | Buy |
341,663
+302,091
| +763% | +$3.74M | ﹤0.01% | 1447 |
|
|
2024
Q2 | $357K | Buy |
39,572
+5,041
| +15% | +$52.4K | ﹤0.01% | 2824 |
|
|
2024
Q1 | $389K | Buy |
34,531
+1,884
| +6% | +$23.9K | ﹤0.01% | 2747 |
|
|
2023
Q4 | $463K | Buy |
32,647
+4,587
| +16% | +$59.6K | ﹤0.01% | 2610 |
|
|
2023
Q3 | $345K | Buy |
28,060
+7,217
| +35% | +$176K | ﹤0.01% | 2705 |
|
|
2023
Q2 | $754K | Sell |
20,843
-306
| -1% | -$11.5K | ﹤0.01% | 2262 |
|
|
2023
Q1 | $812K | Buy |
21,149
+1,461
| +7% | +$59.2K | ﹤0.01% | 2196 |
|
|
2022
Q4 | $824K | Sell |
19,688
-1,448
| -7% | -$55.9K | ﹤0.01% | 2145 |
|
|
2022
Q3 | $732K | Buy |
21,136
+4
| +0% | +$161 | ﹤0.01% | 2180 |
|
|
2022
Q2 | $865K | Buy |
21,132
+328
| +2% | +$13.8K | ﹤0.01% | 2108 |
|
|
2022
Q1 | $880K | Sell |
20,804
-272
| -1% | -$11.3K | ﹤0.01% | 2212 |
|
|
2021
Q4 | $875K | Sell |
21,076
-1,550
| -7% | -$62.9K | ﹤0.01% | 2220 |
|
|
2021
Q3 | $924K | Buy |
22,626
+1,784
| +9% | +$76.6K | ﹤0.01% | 2152 |
|
|
2021
Q2 | $881K | Buy |
20,842
+4,385
| +27% | +$190K | ﹤0.01% | 2198 |
|
|
2021
Q1 | $731K | Sell |
16,457
-71
| -0.4% | -$2.6K | ﹤0.01% | 2211 |
|
|
2020
Q4 | $585K | Sell |
16,528
-328
| -2% | -$11.6K | ﹤0.01% | 2224 |
|
|
2020
Q3 | $561K | Buy |
16,856
+970
| +6% | +$34K | ﹤0.01% | 2010 |
|
|
2020
Q2 | $573K | Buy |
15,886
+306
| +2% | +$11.9K | ﹤0.01% | 1947 |
|
|
2020
Q1 | $671K | Buy |
15,580
+368
| +2% | +$17K | ﹤0.01% | 1673 |
|
|
2019
Q4 | $715K | Sell |
15,212
-229
| -1% | -$10.3K | ﹤0.01% | 2043 |
|
|
2019
Q3 | $707K | Sell |
15,441
-149
| -1% | -$6.63K | ﹤0.01% | 1971 |
|
|
2019
Q2 | $678K | Sell |
15,590
-1,702
| -10% | -$71.3K | ﹤0.01% | 2035 |
|
|
2019
Q1 | $704K | Sell |
17,292
-1,103
| -6% | -$41.9K | ﹤0.01% | 1856 |
|
|
2018
Q4 | $677K | Buy |
18,395
+365
| +2% | +$13.5K | ﹤0.01% | 1782 |
|
|
2018
Q3 | $646K | Sell |
18,030
-493
| -3% | -$17.3K | ﹤0.01% | 1960 |
|
|
2018
Q2 | $629K | Sell |
18,523
-4,638
| -20% | -$158K | ﹤0.01% | 1899 |
|
|
2018
Q1 | $793K | Buy |
23,161
+1,312
| +6% | +$44.3K | ﹤0.01% | 1713 |
|
|
2017
Q4 | $793K | Buy |
21,849
+374
| +2% | +$13.5K | ﹤0.01% | 1655 |
|
|
2017
Q3 | $713K | Sell |
21,475
-431
| -2% | -$14.3K | ﹤0.01% | 1680 |
|
|
2017
Q2 | $705K | Buy |
21,906
+5,688
| +35% | +$189K | ﹤0.01% | 1670 |
|
|
2017
Q1 | $537K | Buy |
16,218
+974
| +6% | +$32.3K | ﹤0.01% | 1778 |
|
|
2016
Q4 | $502K | Sell |
15,244
-383
| -2% | -$11.7K | ﹤0.01% | 1771 |
|
|
2016
Q3 | $468K | Buy |
15,627
+2,021
| +15% | +$62.1K | ﹤0.01% | 1760 |
|
|
2016
Q2 | $446K | Buy |
13,606
+478
| +4% | +$15.8K | ﹤0.01% | 1829 |
|
|
2016
Q1 | $425K | Sell |
13,128
-1,506
| -10% | -$45.1K | ﹤0.01% | 1668 |
|
|
2015
Q4 | $424K | Sell |
14,634
-653
| -4% | -$18.8K | ﹤0.01% | 1753 |
|
|
2015
Q3 | $439K | Buy |
15,287
+2,544
| +20% | +$74.6K | ﹤0.01% | 1633 |
|
|
2015
Q2 | $379K | Buy |
12,743
+1,050
| +9% | +$32.6K | ﹤0.01% | 1837 |
|
|
2015
Q1 | $376K | Buy |
11,693
+295
| +3% | +$9.83K | ﹤0.01% | 1777 |
|
|
2014
Q4 | $382K | Sell |
11,398
-2,740
| -19% | -$79.8K | ﹤0.01% | 1740 |
|
|
2014
Q3 | $375K | Sell |
14,138
-2,881
| -17% | -$71.5K | ﹤0.01% | 1681 |
|
|
2014
Q2 | $431K | Sell |
17,019
-4,739
| -22% | -$115K | ﹤0.01% | 1581 |
|
|
2014
Q1 | $553K | Buy |
+21,758
| New | +$556K | 0.01% | 1384 |
|
Other funds holding HE
HKAM
VPM
VCM
QCM
