Farther Finance 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	$118K	Sell	7,764 -139	-2%	-$2.1K	﹤0.01%	2389
2025 Q4	$97.2K	Buy	7,903 +3,778	+92%	+$43.8K	﹤0.01%	2365
2025 Q3	$45.5K	Buy	4,125 +1,125	+38%	+$12.8K	﹤0.01%	2496
2025 Q2	$31.9K	Sell	3,000 -469	-14%	-$4.89K	﹤0.01%	2383
2025 Q1	$38K	Buy	3,469 +3,380	+3,798%	+$34.2K	﹤0.01%	2035
2024 Q4	$866	Buy	89 +18	+25%	+$182	﹤0.01%	3296
2024 Q3	$687	Sell	71 -161	-69%	-$2K	﹤0.01%	3345
2024 Q2	$1.9K	Buy	232 +188	+427%	+$1.95K	﹤0.01%	2814
2024 Q1	$488	Hold	44	–	–	﹤0.01%	3029
2023 Q4	$624	Buy	44 +21	+91%	+$273	﹤0.01%	2902
2023 Q3	$283	Buy	23 +15	+188%	+$365	﹤0.01%	2400
2023 Q2	$290	Buy	+8	New	+$301	﹤0.01%	2287