Creative Planning’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
Q2 | $627K | Buy |
12,062
+3,458
| +40% | +$180K | ﹤0.01% | 2256 |
|
|
2025
Q1 | $471K | Sell |
8,604
-710
| -8% | -$38.8K | ﹤0.01% | 2337 |
|
|
2024
Q4 | $458K | Sell |
9,314
-3,587
| -28% | -$177K | ﹤0.01% | 2301 |
|
|
2024
Q3 | $750K | Buy |
12,901
+1,028
| +9% | +$59.7K | ﹤0.01% | 1756 |
|
|
2024
Q2 | $644K | Buy |
11,873
+1,018
| +9% | +$55.2K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $614K | Sell |
10,855
-1,238
| -10% | -$70.1K | ﹤0.01% | 1693 |
|
|
2023
Q4 | $790K | Buy |
12,093
+930
| +8% | +$60.8K | ﹤0.01% | 1376 |
|
|
2023
Q3 | $671K | Buy |
11,163
+730
| +7% | +$43.9K | ﹤0.01% | 1369 |
|
|
2023
Q2 | $731K | Buy |
10,433
+62
| +0.6% | +$4.35K | ﹤0.01% | 1296 |
|
|
2023
Q1 | $790K | Buy |
10,371
+649
| +7% | +$49.4K | ﹤0.01% | 1193 |
|
|
2022
Q4 | $789K | Buy |
9,722
+298
| +3% | +$24.2K | ﹤0.01% | 1151 |
|
|
2022
Q3 | $543K | Buy |
9,424
+339
| +4% | +$19.5K | ﹤0.01% | 1275 |
|
|
2022
Q2 | $567K | Sell |
9,085
-11
| -0.1% | -$687 | ﹤0.01% | 1247 |
|
|
2022
Q1 | $633K | Buy |
+9,096
| New | +$633K | ﹤0.01% | 1211 |
|
|
2020
Q4 | – | Sell |
-7,489
| Closed | -$456K | – | 2173 |
|
|
2020
Q3 | $456K | Buy |
+7,489
| New | +$456K | ﹤0.01% | 1164 |
|
|
2020
Q1 | – | Sell |
-2,848
| Closed | -$202K | – | 1893 |
|
|
2019
Q4 | $202K | Sell |
2,848
-1,089
| -28% | -$77.2K | ﹤0.01% | 1623 |
|
|
2019
Q3 | $269K | Buy |
+3,937
| New | +$269K | ﹤0.01% | 1420 |
|
|
2014
Q1 | – | Sell |
-500
| Closed | -$15K | – | 3625 |
|
|
2013
Q4 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 2360 |
|