Keynote Financial Services’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 | $2.4M | Buy |
46,134
+206
| +0.4% | +$10.7K | 1.61% | 10 |
|
2025
Q1 | $2.51M | Buy |
45,928
+2,048
| +5% | +$112K | 1.79% | 8 |
|
2024
Q4 | $2.16M | Buy |
43,880
+14,460
| +49% | +$712K | 1.66% | 12 |
|
2024
Q3 | $1.71M | Sell |
29,420
-325
| -1% | -$18.9K | 1.31% | 16 |
|
2024
Q2 | $1.61M | Buy |
29,745
+2,264
| +8% | +$123K | 1.35% | 16 |
|
2024
Q1 | $1.56M | Buy |
+27,481
| New | +$1.56M | 1.3% | 18 |
|