EverSource Wealth Advisors’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
2026 Q1	$49.8K	Buy	3,356 +674	+25%	+$10.2K	﹤0.01%	1887
2025 Q4	$33K	Buy	2,682 +737	+38%	+$8.54K	﹤0.01%	2036
2025 Q3	$21.5K	Buy	1,945 +51	+3%	+$581	﹤0.01%	2316
2025 Q2	$20.1K	Buy	1,894 +352	+23%	+$3.67K	﹤0.01%	2281
2025 Q1	$16.9K	Buy	1,542 +565	+58%	+$5.71K	﹤0.01%	1792
2024 Q4	$9.51K	Buy	977 +387	+66%	+$3.91K	﹤0.01%	2024
2024 Q3	$5.71K	Hold	590	–	–	﹤0.01%	2175
2024 Q2	$9.77K	Buy	590 +77	+15%	+$800	﹤0.01%	1866
2024 Q1	$5.05K	Buy	513 +290	+130%	+$3.69K	﹤0.01%	2047
2023 Q4	$3.16K	Buy	223 +107	+92%	+$1.39K	﹤0.01%	2035
2023 Q3	$1.43K	Buy	+116	New	+$2.82K	﹤0.01%	2107