Susquehanna Fundamental 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 | $4.79M | Sell |
450,622
-100,023
| -18% | -$1.06M | 0.13% | 209 |
|
|
2025
Q1 | $6.03M | Buy |
550,645
+210,154
| +62% | +$2.3M | 0.08% | 281 |
|
|
2024
Q4 | $3.31M | Buy |
+340,491
| New | +$3.31M | 0.05% | 415 |
|
|
2023
Q2 | – | Sell |
-21,706
| Closed | -$834K | – | 749 |
|
|
2023
Q1 | $834K | Hold |
21,706
| – | – | 0.02% | 560 |
|
|
2022
Q4 | $908K | Sell |
21,706
-42,324
| -66% | -$1.77M | 0.02% | 677 |
|
|
2022
Q3 | $2.22M | Buy |
+64,030
| New | +$2.22M | 0.04% | 547 |
|
|
2019
Q4 | – | Sell |
-21,400
| Closed | -$976K | – | 324 |
|
|
2019
Q3 | $976K | Sell |
21,400
-7,100
| -25% | -$324K | 0.12% | 186 |
|
|
2019
Q2 | $1.24M | Sell |
28,500
-11,700
| -29% | -$509K | 0.14% | 168 |
|
|
2019
Q1 | $1.64M | Hold |
40,200
| – | – | 0.19% | 161 |
|
|
2018
Q4 | $1.47M | Buy |
40,200
+21,400
| +114% | +$784K | 0.26% | 127 |
|
|
2018
Q3 | $669K | Buy |
18,800
+7,100
| +61% | +$253K | 0.11% | 209 |
|
|
2018
Q2 | $401K | Sell |
11,700
-9,400
| -45% | -$322K | 0.06% | 288 |
|
|
2018
Q1 | $725K | Buy |
+21,100
| New | +$725K | 0.09% | 295 |
|