Algert Global’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	$2.83M	Buy	190,950 +74,044	+63%	+$1.12M	0.04%	610
2025 Q4	$1.44M	Hold	116,906	–	–	0.02%	779
2025 Q3	$1.29M	Sell	116,906 -51,840	-31%	-$591K	0.02%	794
2025 Q2	$1.79M	Sell	168,746 -114,929	-41%	-$1.2M	0.04%	662
2025 Q1	$3.11M	Buy	283,675 +54,579	+24%	+$551K	0.08%	446
2024 Q4	$2.23M	Buy	229,096 +137,492	+150%	+$1.39M	0.05%	568
2024 Q3	$887K	Sell	91,604 -75,880	-45%	-$940K	0.02%	772
2024 Q2	$1.51M	Buy	167,484 +90,234	+117%	+$938K	0.05%	556
2024 Q1	$871K	Sell	77,250 -7,100	-8%	-$90.2K	0.03%	648
2023 Q4	$1.2M	Buy	84,350 +26,370	+45%	+$343K	0.05%	574
2023 Q3	$714K	Sell	57,980 -2,981	-5%	-$72.5K	0.03%	640
2023 Q2	$2.21M	Hold	60,961	–	–	0.1%	355
2023 Q1	$2.34M	Buy	60,961 +4,172	+7%	+$169K	0.11%	289
2022 Q4	$2.38M	Hold	56,789	–	–	0.13%	241
2022 Q3	$1.97M	Buy	56,789 +9,789	+21%	+$394K	0.12%	275
2022 Q2	$1.92M	Buy	47,000 +28,170	+150%	+$1.18M	0.14%	203
2022 Q1	$797K	Buy	+18,830	New	+$784K	0.05%	616