Lido 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 | $424K | Hold |
8,154
| – | – | ﹤0.01% | 1052 |
|
|
2025
Q1 | $446K | Hold |
8,154
| – | – | ﹤0.01% | 983 |
|
|
2024
Q4 | $401K | Hold |
8,154
| – | – | ﹤0.01% | 988 |
|
|
2024
Q3 | $474K | Sell |
8,154
-34
| -0.4% | -$1.98K | ﹤0.01% | 880 |
|
|
2024
Q2 | $444K | Sell |
8,188
-102
| -1% | -$5.53K | ﹤0.01% | 869 |
|
|
2024
Q1 | $469K | Sell |
8,290
-85
| -1% | -$4.81K | ﹤0.01% | 840 |
|
|
2023
Q4 | $547K | Sell |
8,375
-11,326
| -57% | -$740K | ﹤0.01% | 750 |
|
|
2023
Q3 | $1.18M | Buy |
19,701
+11,596
| +143% | +$697K | 0.01% | 453 |
|
|
2023
Q2 | $568K | Buy |
8,105
+5
| +0.1% | +$351 | ﹤0.01% | 622 |
|
|
2023
Q1 | $617K | Sell |
8,100
-8,100
| -50% | -$617K | 0.01% | 548 |
|
|
2022
Q4 | $1.32M | Buy |
16,200
+7,800
| +93% | +$633K | 0.02% | 323 |
|
|
2022
Q3 | $483K | Buy |
+8,400
| New | +$483K | 0.01% | 497 |
|