LPL Financial’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $316K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $241K | Buy |
|