Summit Securities Group’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	-9,298	Closed	-$102K	–	1079
2025 Q1	$102K	Buy	+9,298	New	+$102K	0.02%	136
2024 Q4	–	Hold	0	–	–	–	620
2024 Q3	–	Hold	0	–	–	–	580