Westside Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Westside Investment Management’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.16K	Buy	415 +160	+63%	+$2.42K	﹤0.01%	1217
2025 Q4	$3.14K	Sell	255 -460	-64%	-$5.33K	﹤0.01%	1273
2025 Q3	$7.89K	Hold	715	–	–	﹤0.01%	1168
2025 Q2	$7.6K	Hold	715	–	–	﹤0.01%	1050
2025 Q1	$7.83K	Sell	715 -7,200	-91%	-$72.8K	﹤0.01%	721
2024 Q4	$77K	Buy	7,915 +6,400	+422%	+$64.7K	0.02%	342
2024 Q3	$14.7K	Sell	1,515 -500	-25%	-$6.2K	﹤0.01%	622
2024 Q2	$18.2K	Sell	2,015 -475	-19%	-$4.94K	﹤0.01%	568
2024 Q1	$28.1K	Sell	2,490 -200	-7%	-$2.54K	0.01%	468
2023 Q4	$38.2K	Buy	2,690 +200	+8%	+$2.6K	0.01%	397
2023 Q3	$30.7K	Sell	2,490 -175	-7%	-$4.26K	0.01%	423
2023 Q2	$96.5K	Hold	2,665	–	–	0.03%	278
2023 Q1	$102K	Hold	2,665	–	–	0.03%	269
2022 Q4	$111	Hold	2,665	–	–	﹤0.01%	355
2022 Q3	$92	Buy	2,665 +225	+9%	+$9.06K	﹤0.01%	365
2022 Q2	$99	Buy	2,440 +775	+47%	+$32.6K	﹤0.01%	350
2022 Q1	$70	Buy	1,665 +125	+8%	+$5.21K	﹤0.01%	391
2021 Q4	$63	Hold	1,540	–	–	﹤0.01%	384
2021 Q3	$62	Hold	1,540	–	–	﹤0.01%	375
2021 Q2	$65	Hold	1,540	–	–	﹤0.01%	360
2021 Q1	$68	Buy	1,540 +300	+24%	+$11K	﹤0.01%	352
2020 Q4	$43	Sell	1,240 -75	-6%	-$2.65K	﹤0.01%	356
2020 Q3	$43	Sell	1,315 -630	-32%	-$22.1K	﹤0.01%	355
2020 Q2	$70	Buy	1,945 +250	+15%	+$9.69K	﹤0.01%	305
2020 Q1	$72	Buy	+1,695	New	+$78.4K	﹤0.01%	302
2019 Q2	$52	Buy	+1,195	New	+$50.1K	﹤0.01%	304
2018 Q4	$17K	Sell	465 -155	-25%	-$5.75K	0.01%	393
2018 Q3	$22K	Hold	620	–	–	0.01%	344
2018 Q2	$21.6K	Hold	620	–	–	0.01%	394
2018 Q1	$21.1K	Hold	620	–	–	0.01%	380
2017 Q4	$21.9K	Buy	620 +155	+33%	+$5.61K	0.01%	392
2017 Q3	$15.7K	Hold	465	–	–	0.01%	449
2017 Q2	$14.9K	Hold	465	–	–	0.01%	443
2017 Q1	$15.7K	Buy	465 +200	+75%	+$6.64K	0.01%	397
2016 Q4	$8.88K	Buy	+265	New	+$8.08K	0.01%	423