Summit Trail 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	$815K	Buy	+76,650	New	+$815K	0.01%	551
2018 Q1	–	Sell	-332	Closed	-$11K	–	947
2017 Q4	$11K	Buy	+332	New	+$11K	﹤0.01%	1192