TFC Financial Management’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
2025 Q1	–	Sell	-41	Closed	-$399	–	993
2024 Q4	$399	Hold	41	–	–	﹤0.01%	690
2024 Q3	$397	Hold	41	–	–	﹤0.01%	696
2024 Q2	$370	Buy	+41	New	+$426	﹤0.01%	679
2023 Q2	–	Sell	-2,420	Closed	-$92.9K	–	685
2023 Q1	$92.9K	Hold	2,420	–	–	0.02%	175
2022 Q4	$101K	Buy	2,420 +20	+0.8%	+$772	0.03%	153
2022 Q3	$83K	Hold	2,400	–	–	0.03%	167
2022 Q2	$98K	Hold	2,400	–	–	0.03%	157
2022 Q1	$102K	Hold	2,400	–	–	0.03%	158
2021 Q4	$100K	Hold	2,400	–	–	0.03%	162
2021 Q3	$98K	Hold	2,400	–	–	0.03%	161
2021 Q2	$101K	Hold	2,400	–	–	0.03%	156
2021 Q1	$107K	Hold	2,400	–	–	0.04%	138
2020 Q4	$85K	Hold	2,400	–	–	0.04%	159
2020 Q3	$80K	Buy	+2,400	New	+$84.2K	0.04%	140