Duff & Phelps Investment Management’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 | $12.1M | Buy |
232,932
+50,630
| +28% | +$2.63M | 0.14% | 100 |
|
|
2025
Q1 | $9.97M | Buy |
182,302
+155,579
| +582% | +$8.51M | 0.12% | 101 |
|
|
2024
Q4 | $1.32M | Sell |
26,723
-685
| -2% | -$33.7K | 0.02% | 131 |
|
|
2024
Q3 | $1.59M | Buy |
+27,408
| New | +$1.59M | 0.02% | 130 |
|
|
2024
Q1 | – | Sell |
-98,239
| Closed | -$6.42M | – | 254 |
|
|
2023
Q4 | $6.42M | Hold |
98,239
| – | – | 0.08% | 129 |
|
|
2023
Q3 | $5.91M | Hold |
98,239
| – | – | 0.08% | 132 |
|
|
2023
Q2 | $6.89M | Hold |
98,239
| – | – | 0.08% | 132 |
|
|
2023
Q1 | $7.48M | Hold |
98,239
| – | – | 0.09% | 131 |
|
|
2022
Q4 | $7.98M | Sell |
98,239
-20,000
| -17% | -$1.62M | 0.1% | 129 |
|
|
2022
Q3 | $6.81M | Buy |
+118,239
| New | +$6.81M | 0.09% | 136 |
|