Concourse Financial Group Securities’s H2O America Common Stock HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7021 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7537 |
|
|
2024
Q3 | – | Sell |
-11
| Closed | -$596 | – | 7528 |
|
|
2024
Q2 | $596 | Hold |
11
| – | – | ﹤0.01% | 2183 |
|
|
2024
Q1 | $622 | Hold |
11
| – | – | ﹤0.01% | 2194 |
|
|
2023
Q4 | $718 | Buy |
11
+4
| +57% | +$261 | ﹤0.01% | 2148 |
|
|
2023
Q3 | $420 | Buy |
7
+4
| +133% | +$240 | ﹤0.01% | 2199 |
|
|
2023
Q2 | $210 | Buy |
+3
| New | +$210 | ﹤0.01% | 2283 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6870 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6881 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6703 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6634 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6511 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6439 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6239 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6021 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5818 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5650 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5434 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5299 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5250 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5175 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4993 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5092 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5018 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4911 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4710 |
|