Capital Analysts LLC’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
2024 Q4	–	Sell	-73	Closed	-$1K	–	1331
2024 Q3	$1K	Hold	73	–	–	﹤0.01%	1266
2024 Q2	$1K	Hold	73	–	–	﹤0.01%	1151
2024 Q1	$1K	Hold	73	–	–	﹤0.01%	1081
2023 Q4	$1K	Sell	73 -479	-87%	-$6.23K	﹤0.01%	1058
2023 Q3	$7K	Buy	552 +16	+3%	+$389	﹤0.01%	935
2023 Q2	$20K	Buy	536 +4	+0.8%	+$151	﹤0.01%	727
2023 Q1	$21K	Buy	532 +1	+0.2%	+$41	﹤0.01%	723
2022 Q4	$22K	Buy	531 +5	+1%	+$193	﹤0.01%	743
2022 Q3	$18K	Buy	526 +8	+2%	+$322	﹤0.01%	732
2022 Q2	$21K	Buy	518 +5	+1%	+$210	﹤0.01%	703
2022 Q1	$22K	Buy	513 +4	+0.8%	+$167	﹤0.01%	664
2021 Q4	$21K	Buy	509 +1	+0.2%	+$41	﹤0.01%	706
2021 Q3	$21K	Buy	508 +67	+15%	+$2.88K	﹤0.01%	694
2021 Q2	$19K	Hold	441	–	–	﹤0.01%	675
2021 Q1	$20K	Hold	441	–	–	﹤0.01%	716
2020 Q4	$16K	Buy	+441	New	+$15.6K	﹤0.01%	535