Parkside Financial Bank & Trust’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 | – | Sell |
-12
| Closed | -$657 | – | 2968 |
|
|
2025
Q1 | $657 | Buy |
12
+4
| +50% | +$219 | ﹤0.01% | 2235 |
|
|
2024
Q4 | $394 | Hold |
8
| – | – | ﹤0.01% | 1918 |
|
|
2024
Q3 | $465 | Hold |
8
| – | – | ﹤0.01% | 1846 |
|
|
2024
Q2 | $434 | Buy |
+8
| New | +$434 | ﹤0.01% | 1797 |
|
|
2023
Q4 | – | Sell |
-23
| Closed | -$1.38K | – | 2165 |
|
|
2023
Q3 | $1.38K | Buy |
23
+22
| +2,200% | +$1.32K | ﹤0.01% | 1759 |
|
|
2023
Q2 | $71 | Sell |
1
-2
| -67% | -$142 | ﹤0.01% | 2003 |
|
|
2023
Q1 | $229 | Buy |
+3
| New | +$229 | ﹤0.01% | 1946 |
|
|
2021
Q2 | – | Sell |
-7,720
| Closed | -$486K | – | 1792 |
|
|
2021
Q1 | $486K | Hold |
7,720
| – | – | 0.15% | 105 |
|
|
2020
Q4 | $535K | Hold |
7,720
| – | – | 0.17% | 87 |
|
|
2020
Q3 | $470K | Hold |
7,720
| – | – | 0.16% | 88 |
|
|
2020
Q2 | $479K | Sell |
7,720
-200
| -3% | -$12.4K | 0.16% | 99 |
|
|
2020
Q1 | $458K | Hold |
7,920
| – | – | 0.17% | 78 |
|
|
2019
Q4 | $563K | Buy |
7,920
+5,080
| +179% | +$361K | 0.16% | 86 |
|
|
2019
Q3 | $194K | Buy |
2,840
+2,640
| +1,320% | +$180K | 0.06% | 188 |
|
|
2019
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 774 |
|
|
2019
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 743 |
|
|
2018
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 724 |
|
|
2018
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 734 |
|
|
2018
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 703 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 711 |
|
|
2017
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 677 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 709 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 740 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 709 |
|
|
2016
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 683 |
|
|
2016
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 749 |
|