Confluence Investment Management’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09M | Sell |
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|
2025
Q2 | $2.48M | Sell |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.42M | Sell |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $5.8M | Sell |
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|
2022
Q4 | $6.41M | Sell |
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|
2022
Q3 | $5.19M | Sell |
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|
2022
Q2 | $6.05M | Sell |
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|
2022
Q1 | $7.04M | Sell |
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|
2021
Q4 | $7.41M | Buy |
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|
2021
Q3 | $6.5M | Sell |
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|
2021
Q2 | $6.25M | Buy |
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|
2021
Q1 | $6.16M | Buy |
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|
2020
Q4 | $6.54M | Buy |
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|
2020
Q3 | $5.72M | Sell |
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|
2020
Q2 | $5.99M | Sell |
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|
2020
Q1 | $5.77M | Sell |
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|
2019
Q4 | $6.35M | Buy |
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|
2019
Q3 | $6.95M | Sell |
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|
2019
Q2 | $6.35M | Buy |
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|
2019
Q1 | $6.43M | Buy |
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|
2018
Q4 | $5.56M | Sell |
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|
2018
Q3 | $6.12M | Buy |
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