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