UMB Bank’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 | – | Sell |
-4,355
| Closed | -$47.7K | – | 2156 |
|
|
2025
Q1 | $47.7K | Sell |
4,355
-362
| -8% | -$3.96K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $45.9K | Buy |
4,717
+362
| +8% | +$3.52K | ﹤0.01% | 949 |
|
|
2024
Q3 | $42.2K | Buy |
+4,355
| New | +$42.2K | ﹤0.01% | 931 |
|
|
2024
Q2 | – | Sell |
-1,224
| Closed | -$13.8K | – | 2175 |
|
|
2024
Q1 | $13.8K | Hold |
1,224
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q4 | $17.4K | Sell |
1,224
-935
| -43% | -$13.3K | ﹤0.01% | 1108 |
|
|
2023
Q3 | $26.6K | Buy |
+2,159
| New | +$26.6K | ﹤0.01% | 999 |
|
|
2022
Q1 | – | Sell |
-62
| Closed | -$3K | – | 2014 |
|
|
2021
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 1740 |
|