TFC Financial Management’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
Q1 | – | Sell |
-41
| Closed | -$399 | – | 993 |
|
|
2024
Q4 | $399 | Hold |
41
| – | – | ﹤0.01% | 690 |
|
|
2024
Q3 | $397 | Hold |
41
| – | – | ﹤0.01% | 696 |
|
|
2024
Q2 | $370 | Buy |
+41
| New | +$370 | ﹤0.01% | 679 |
|
|
2023
Q2 | – | Sell |
-2,420
| Closed | -$92.9K | – | 685 |
|
|
2023
Q1 | $92.9K | Hold |
2,420
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $101K | Buy |
2,420
+20
| +0.8% | +$837 | 0.03% | 153 |
|
|
2022
Q3 | $83K | Hold |
2,400
| – | – | 0.03% | 167 |
|
|
2022
Q2 | $98K | Hold |
2,400
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $102K | Hold |
2,400
| – | – | 0.03% | 158 |
|
|
2021
Q4 | $100K | Hold |
2,400
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $98K | Hold |
2,400
| – | – | 0.03% | 161 |
|
|
2021
Q2 | $101K | Hold |
2,400
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $107K | Hold |
2,400
| – | – | 0.04% | 138 |
|
|
2020
Q4 | $85K | Hold |
2,400
| – | – | 0.04% | 159 |
|
|
2020
Q3 | $80K | Buy |
+2,400
| New | +$80K | 0.04% | 140 |
|