Caption Management’s Hawaiian Electric Industries HE Stock Holding History

Caption Management’s Portfolio HE Stock Details HE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.32M	Buy
2025 Q2	$957K	Buy
2025 Q1	$212K	Buy
2024 Q4	–	Hold
2024 Q3	–	Sell
2024 Q2	$54.1K	Hold
2024 Q1	$67.6K	Buy
2023 Q4	–	Hold
2023 Q3	–	Hold