Sowell Financial Services’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	$167K	Buy	11,244 +853	+8%	+$12.9K	0.01%	1065
2025 Q4	$128K	Buy	+10,391	New	+$120K	﹤0.01%	1074
2023 Q3	–	Sell	-10,941	Closed	-$396K	–	544
2023 Q2	$396K	Hold	10,941	–	–	0.02%	486
2023 Q1	$420K	Sell	10,941 -17	-0.2%	-$689	0.03%	477
2022 Q4	$459K	Hold	10,958	–	–	0.03%	439
2022 Q3	$380K	Hold	10,958	–	–	0.04%	348
2022 Q2	$448K	Hold	10,958	–	–	0.04%	231
2022 Q1	$459K	Hold	10,958	–	–	0.08%	141
2021 Q4	$455K	Hold	10,958	–	–	0.03%	445
2021 Q3	$447K	Hold	10,958	–	–	0.03%	408
2021 Q2	$463K	Sell	10,958 -268	-2%	-$11.6K	0.03%	428
2021 Q1	$488K	Hold	11,226	–	–	0.02%	647
2020 Q4	$397K	Sell	11,226 -124	-1%	-$4.39K	0.02%	597
2020 Q3	$377K	Buy	11,350 +1	+0%	+$35	0.02%	538
2020 Q2	$409K	Buy	11,349 +155	+1%	+$6.01K	0.02%	507
2020 Q1	$482K	Buy	11,194 +88	+0.8%	+$4.07K	0.04%	408
2019 Q4	$520K	Buy	11,106 +117	+1%	+$5.24K	0.04%	440
2019 Q3	$501K	Buy	+10,989	New	+$489K	0.04%	415
2019 Q1	$442K	Buy	+10,832	New	+$412K	0.05%	363
2018 Q4	–	Sell	-11,075	Closed	-$394K	–	490
2018 Q3	$394K	Buy	+11,075	New	+$390K	0.06%	235