Diversified Trust’s Hawaiian Electric Industries HE Stock Holding History

Diversified Trust’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 Q3	$493K	Buy
2025 Q2	$455K	Buy
2025 Q1	$469K	Buy
2024 Q4	$403K	Buy
2024 Q3	$390K	Sell
2024 Q2	$372K	Buy
2022 Q2	–	Sell
2022 Q1	$361K	Buy
2021 Q4	–	Sell
2021 Q3	$313K	Hold
2021 Q2	$324K	Buy