RFG - Bristol Wealth Advisors’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	$329K	Buy	30,910 +1,500	+5%	+$15.9K	0.1%	138
2025 Q1	$322K	Hold	29,410	–	–	0.11%	132
2024 Q4	$286K	Buy	+29,410	New	+$286K	0.09%	129