Beacon Pointe Advisors’s Hawaiian Electric Industries HE Stock Holding History

Beacon Pointe Advisors’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$142K	Sell
2024 Q4	$135K	Sell
2024 Q3	$147K	Sell
2024 Q2	$152K	Buy
2024 Q1	$187K	Sell
2023 Q4	$253K	Sell
2023 Q3	$508K	Buy
2023 Q2	–	Sell
2023 Q1	$1.69M	Buy