Capital Advisors Ltd’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
2025 Q1	–	Sell	-62	Closed	-$1K	–	1442
2024 Q4	$1K	Sell	62 -63	-50%	-$637	﹤0.01%	1213
2024 Q3	$1K	Buy	125 +4	+3%	+$50	﹤0.01%	1212
2024 Q2	$1K	Sell	121 -620	-84%	-$6.44K	﹤0.01%	1204
2024 Q1	$8K	Buy	741 +600	+426%	+$7.63K	﹤0.01%	767
2023 Q4	$2K	Sell	141 -101	-42%	-$1.31K	﹤0.01%	1023
2023 Q3	$3K	Sell	242 -100	-29%	-$2.43K	﹤0.01%	933
2023 Q2	$12K	Buy	342 +23	+7%	+$866	﹤0.01%	658
2023 Q1	$12K	Sell	319 -564	-64%	-$22.9K	﹤0.01%	529
2022 Q4	$12K	Buy	883 +750	+564%	+$28.9K	﹤0.01%	533
2022 Q3	$5K	Hold	133	–	–	﹤0.01%	635
2022 Q2	$5K	Hold	133	–	–	﹤0.01%	573
2022 Q1	$6K	Hold	133	–	–	﹤0.01%	568
2021 Q4	$6K	Buy	+133	New	+$5.4K	﹤0.01%	557