Inspire Investing’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	$515K	Sell	34,696 -3,277	-9%	-$49.6K	0.03%	654
2025 Q4	$467K	Sell	37,973 -47,826	-56%	-$554K	0.04%	565
2025 Q3	$947K	Buy	85,799 +48,851	+132%	+$557K	0.09%	245
2025 Q2	$393K	Buy	36,948 +5,737	+18%	+$59.9K	0.04%	399
2025 Q1	$342K	Sell	31,211 -10,335	-25%	-$104K	0.04%	674
2024 Q4	$404K	Sell	41,546 -741	-2%	-$7.49K	0.05%	394
2024 Q3	$409K	Buy	42,287 +3,215	+8%	+$39.8K	0.04%	723
2024 Q2	$352K	Buy	39,072 +7,413	+23%	+$77K	0.04%	526
2024 Q1	$357K	Buy	+31,659	New	+$402K	0.04%	711
2023 Q3	–	Sell	-8,681	Closed	-$314K	–	843
2023 Q2	$314K	Buy	8,681 +1,573	+22%	+$59.2K	0.04%	553
2023 Q1	$273K	Buy	7,108 +1,503	+27%	+$60.9K	0.03%	613
2022 Q4	$235K	Sell	5,605 -378	-6%	-$14.6K	0.03%	689
2022 Q3	$207K	Buy	5,983 +799	+15%	+$32.2K	0.03%	483
2022 Q2	$212K	Sell	5,184 -380	-7%	-$16K	0.03%	525
2022 Q1	$235K	Sell	5,564 -400	-7%	-$16.7K	0.03%	593
2021 Q4	$248K	Buy	5,964 +288	+5%	+$11.7K	0.03%	574
2021 Q3	$232K	Buy	+5,676	New	+$244K	0.03%	546
2018 Q1	–	Sell	-1,610	Closed	-$58K	–	408
2017 Q4	$58K	Buy	+1,610	New	+$58.3K	0.05%	389