GeoWealth Management’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	$733	Buy	+69	New	+$733	﹤0.01%	1173
2025 Q1	–	Sell	-2,161	Closed	-$21K	–	1378
2024 Q4	$21K	Sell	2,161 -1,694	-44%	-$16.5K	﹤0.01%	1367
2024 Q3	$37.3K	Buy	+3,855	New	+$37.3K	﹤0.01%	1158