Robertson Stephens 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 Q2	–	Sell	-28,873	Closed	-$316K	–	559
2025 Q1	$316K	Buy	28,873 +9,500	+49%	+$104K	0.01%	443
2024 Q4	$188K	Buy	+19,373	New	+$188K	0.01%	542