Kestra Advisory Services’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $124K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $302K | Sell |
|
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $648K | Sell |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $796K | Buy |
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