HB Wealth 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 Q1	–	Sell	-12,382	Closed	-$120K	–	1213
2024 Q4	$120K	Sell	12,382 -1,876	-13%	-$18.3K	﹤0.01%	1001
2024 Q3	$138K	Buy	+14,258	New	+$138K	﹤0.01%	904