Petrus Trust Company’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
-5,196
Closed -$284K 702
2025
Q1
$284K Buy
5,196
+776
+18% +$42.4K 0.03% 417
2024
Q4
$218K Hold
4,420
0.02% 524
2024
Q3
$257K Sell
4,420
-2,560
-37% -$149K 0.03% 463
2024
Q2
$378K Buy
+6,980
New +$378K 0.04% 340