Truist Financial’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 | $169K | Sell |
15,925
-2,500
| -14% | -$26.6K | ﹤0.01% | 2419 |
|
|
2025
Q1 | $202K | Buy |
18,425
+710
| +4% | +$7.78K | ﹤0.01% | 2341 |
|
|
2024
Q4 | $172K | Hold |
17,715
| – | – | ﹤0.01% | 2391 |
|
|
2024
Q3 | $171K | Sell |
17,715
-26,611
| -60% | -$258K | ﹤0.01% | 2363 |
|
|
2024
Q2 | $400K | Buy |
44,326
+20,680
| +87% | +$187K | ﹤0.01% | 2102 |
|
|
2024
Q1 | $266K | Buy |
23,646
+435
| +2% | +$4.9K | ﹤0.01% | 2334 |
|
|
2023
Q4 | $329K | Sell |
23,211
-1,159
| -5% | -$16.4K | ﹤0.01% | 2242 |
|
|
2023
Q3 | $300K | Buy |
+24,370
| New | +$300K | ﹤0.01% | 2233 |
|
|
2023
Q1 | – | Sell |
-15,779
| Closed | -$660K | – | 2600 |
|
|
2022
Q4 | $660K | Sell |
15,779
-3,009
| -16% | -$126K | ﹤0.01% | 1767 |
|
|
2022
Q3 | $651K | Buy |
18,788
+2,155
| +13% | +$74.7K | ﹤0.01% | 1683 |
|
|
2022
Q2 | $680K | Buy |
16,633
+3,345
| +25% | +$137K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $562K | Buy |
13,288
+7,449
| +128% | +$315K | ﹤0.01% | 1932 |
|
|
2021
Q4 | $242K | Sell |
5,839
-670
| -10% | -$27.8K | ﹤0.01% | 2453 |
|
|
2021
Q3 | $266K | Buy |
6,509
+10
| +0.2% | +$409 | ﹤0.01% | 2384 |
|
|
2021
Q2 | $275K | Sell |
6,499
-30
| -0.5% | -$1.27K | ﹤0.01% | 2390 |
|
|
2021
Q1 | $290K | Sell |
6,529
-191
| -3% | -$8.48K | ﹤0.01% | 2278 |
|
|
2020
Q4 | $238K | Sell |
6,720
-2,021
| -23% | -$71.6K | ﹤0.01% | 2275 |
|
|
2020
Q3 | $291K | Sell |
8,741
-1,053
| -11% | -$35.1K | ﹤0.01% | 2007 |
|
|
2020
Q2 | $353K | Buy |
9,794
+130
| +1% | +$4.69K | ﹤0.01% | 1823 |
|
|
2020
Q1 | $416K | Sell |
9,664
-2,108
| -18% | -$90.7K | ﹤0.01% | 1640 |
|
|
2019
Q4 | $552K | Buy |
+11,772
| New | +$552K | ﹤0.01% | 1771 |
|