Centerpoint Advisors’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3K	Hold	310	–	–	﹤0.01%	341
2025 Q1	$3K	Sell	310 -1,159	-79%	-$11.2K	﹤0.01%	357
2024 Q4	$14K	Hold	1,469	–	–	﹤0.01%	319
2024 Q3	$14K	Hold	1,469	–	–	﹤0.01%	326
2024 Q2	$13K	Hold	1,469	–	–	﹤0.01%	327
2024 Q1	$17K	Hold	1,469	–	–	0.01%	278
2023 Q4	$21K	Buy	1,469 +459	+45%	+$6.56K	0.01%	227
2023 Q3	$12K	Hold	1,010	–	–	0.01%	317
2023 Q2	$37K	Hold	1,010	–	–	0.02%	183
2023 Q1	$39K	Hold	1,010	–	–	0.02%	183
2022 Q4	$42K	Hold	1,010	–	–	0.02%	151
2022 Q3	$35K	Hold	1,010	–	–	0.02%	150
2022 Q2	$41K	Hold	1,010	–	–	0.02%	150
2022 Q1	$43K	Hold	1,010	–	–	0.02%	156
2021 Q4	$42K	Hold	1,010	–	–	0.02%	143
2021 Q3	$41K	Hold	1,010	–	–	0.02%	136
2021 Q2	$43K	Hold	1,010	–	–	0.02%	135
2021 Q1	$45K	Hold	1,010	–	–	0.03%	107
2020 Q4	$36K	Hold	1,010	–	–	0.02%	113
2020 Q3	$34K	Hold	1,010	–	–	0.03%	101
2020 Q2	$36K	Sell	1,010 -140	-12%	-$4.99K	0.03%	93
2020 Q1	$50K	Hold	1,150	–	–	0.05%	72
2019 Q4	$54K	Hold	1,150	–	–	0.04%	97
2019 Q3	$52K	Hold	1,150	–	–	0.04%	95
2019 Q2	$50K	Hold	1,150	–	–	0.04%	96
2019 Q1	$47K	Hold	1,150	–	–	0.04%	101
2018 Q4	$42K	Hold	1,150	–	–	0.04%	104
2018 Q3	$41K	Hold	1,150	–	–	0.03%	106
2018 Q2	$39K	Sell	1,150 -250	-18%	-$8.48K	0.03%	103
2018 Q1	$48K	Hold	1,400	–	–	0.04%	96
2017 Q4	$51K	Buy	+1,400	New	+$51K	0.05%	75