HighTower Advisors’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 | $350K | Sell |
6,737
-160
| -2% | -$8.32K | ﹤0.01% | 2787 |
|
2025
Q1 | $377K | Buy |
6,897
+2,467
| +56% | +$135K | ﹤0.01% | 2670 |
|
2024
Q4 | $218K | Buy |
4,430
+233
| +6% | +$11.5K | ﹤0.01% | 3111 |
|
2024
Q3 | $251K | Buy |
4,197
+139
| +3% | +$8.31K | ﹤0.01% | 2948 |
|
2024
Q2 | $221K | Buy |
4,058
+103
| +3% | +$5.61K | ﹤0.01% | 2947 |
|
2024
Q1 | $228K | Sell |
3,955
-1,990
| -33% | -$115K | ﹤0.01% | 2888 |
|
2023
Q4 | $401K | Sell |
5,945
-33
| -0.6% | -$2.23K | ﹤0.01% | 2467 |
|
2023
Q3 | $362K | Buy |
5,978
+654
| +12% | +$39.6K | ﹤0.01% | 2438 |
|
2023
Q2 | $373K | Buy |
5,324
+507
| +11% | +$35.5K | ﹤0.01% | 2394 |
|
2023
Q1 | $375K | Buy |
+4,817
| New | +$375K | ﹤0.01% | 2285 |
|
2017
Q4 | – | Sell |
-14,164
| Closed | -$803K | – | 2203 |
|
2017
Q3 | $803K | Buy |
+14,164
| New | +$803K | 0.01% | 1208 |
|