Principal Financial Group’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Buy |
181,412
+22,711
| +14% | +$1.24M | 0.01% | 1296 |
|
|
2025
Q4 | $7.77M | Buy |
158,701
+304
| +0.2% | +$14.6K | ﹤0.01% | 1444 |
|
|
2025
Q3 | $7.71M | Buy |
158,397
+4,109
| +3% | +$205K | ﹤0.01% | 1418 |
|
|
2025
Q2 | $8.02M | Buy |
154,288
+3,381
| +2% | +$180K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $8.25M | Buy |
150,907
+3,993
| +3% | +$204K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $7.23M | Buy |
146,914
+6,362
| +5% | +$350K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $8.17M | Sell |
140,552
-19,352
| -12% | -$1.13M | ﹤0.01% | 1374 |
|
|
2024
Q2 | $8.67M | Sell |
159,904
-4,275
| -3% | -$234K | 0.01% | 1334 |
|
|
2024
Q1 | $9.29M | Sell |
164,179
-11,622
| -7% | -$690K | 0.01% | 1345 |
|
|
2023
Q4 | $11.5M | Buy |
175,801
+2,363
| +1% | +$150K | 0.01% | 1219 |
|
|
2023
Q3 | $10.4M | Buy |
173,438
+4,801
| +3% | +$322K | 0.01% | 1204 |
|
|
2023
Q2 | $11.8M | Buy |
168,637
+7,351
| +5% | +$555K | 0.01% | 1166 |
|
|
2023
Q1 | $12.3M | Sell |
161,286
-1,600
| -1% | -$124K | 0.01% | 1150 |
|
|
2022
Q4 | $13.2M | Buy |
162,886
+153,826
| +1,698% | +$11M | 0.01% | 1080 |
|
|
2022
Q3 | $522K | Sell |
9,060
-9,540
| -51% | -$614K | ﹤0.01% | 1951 |
|
|
2022
Q2 | $1.16M | Sell |
18,600
-14,552
| -44% | -$900K | ﹤0.01% | 1890 |
|
|
2022
Q1 | $2.31M | Sell |
33,152
-105
| -0.3% | -$7.07K | ﹤0.01% | 1842 |
|
|
2021
Q4 | $2.43M | Sell |
33,257
-17,873
| -35% | -$1.24M | ﹤0.01% | 1827 |
|
|
2021
Q3 | $3.38M | Sell |
51,130
-968
| -2% | -$65.4K | ﹤0.01% | 1787 |
|
|
2021
Q2 | $3.3M | Buy |
52,098
+36,292
| +230% | +$2.35M | ﹤0.01% | 1813 |
|
|
2021
Q1 | $996K | Buy |
15,806
+790
| +5% | +$51.6K | ﹤0.01% | 1993 |
|
|
2020
Q4 | $1.04M | Buy |
15,016
+6,303
| +72% | +$410K | ﹤0.01% | 1938 |
|
|
2020
Q3 | $530K | Sell |
8,713
-4,254
| -33% | -$269K | ﹤0.01% | 2012 |
|
|
2020
Q2 | $805K | Sell |
12,967
-9,703
| -43% | -$582K | ﹤0.01% | 1869 |
|
|
2020
Q1 | $1.31M | Sell |
22,670
-1,899
| -8% | -$128K | ﹤0.01% | 1695 |
|
|
2019
Q4 | $1.75M | Sell |
24,569
-450
| -2% | -$31.8K | ﹤0.01% | 1746 |
|
|
2019
Q3 | $1.71M | Buy |
25,019
+6,326
| +34% | +$416K | ﹤0.01% | 1744 |
|
|
2019
Q2 | $1.14M | Sell |
18,693
-7,256
| -28% | -$447K | ﹤0.01% | 1822 |
|
|
2019
Q1 | $1.6M | Sell |
25,949
-2,266
| -8% | -$136K | ﹤0.01% | 1766 |
|
|
2018
Q4 | $1.57M | Buy |
28,215
+7,451
| +36% | +$442K | ﹤0.01% | 1745 |
|
|
2018
Q3 | $1.27M | Buy |
20,764
+389
| +2% | +$24.1K | ﹤0.01% | 1808 |
|
|
2018
Q2 | $1.35M | Buy |
20,375
+1,282
| +7% | +$77.9K | ﹤0.01% | 1803 |
|
|
2018
Q1 | $1.01M | Sell |
19,093
-4,287
| -18% | -$241K | ﹤0.01% | 1825 |
|
|
2017
Q4 | $1.49M | Buy |
+23,380
| New | +$1.48M | ﹤0.01% | 1792 |
|
|
2017
Q3 | – | Sell |
-4,220
| Closed | -$208K | – | 2240 |
|
|
2017
Q2 | $208K | Buy |
4,220
+49
| +1% | +$2.42K | ﹤0.01% | 2128 |
|
|
2017
Q1 | $201K | Sell |
4,171
-497
| -11% | -$24.5K | ﹤0.01% | 2093 |
|
|
2016
Q4 | $261K | Buy |
+4,668
| New | +$236K | ﹤0.01% | 2045 |
|
Other funds holding HTO
AIP
AP
VCM
SFM
VPM