Principal Financial Group’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
$8.02M Buy
154,288
+3,381
+2% +$176K ﹤0.01% 1368
2025
Q1
$8.25M Buy
150,907
+3,993
+3% +$218K ﹤0.01% 1360
2024
Q4
$7.23M Buy
146,914
+6,362
+5% +$313K ﹤0.01% 1447
2024
Q3
$8.17M Sell
140,552
-19,352
-12% -$1.12M ﹤0.01% 1374
2024
Q2
$8.67M Sell
159,904
-4,275
-3% -$232K 0.01% 1334
2024
Q1
$9.29M Sell
164,179
-11,622
-7% -$658K 0.01% 1345
2023
Q4
$11.5M Buy
175,801
+2,363
+1% +$154K 0.01% 1219
2023
Q3
$10.4M Buy
173,438
+4,801
+3% +$289K 0.01% 1204
2023
Q2
$11.8M Buy
168,637
+7,351
+5% +$515K 0.01% 1166
2023
Q1
$12.3M Sell
161,286
-1,600
-1% -$122K 0.01% 1150
2022
Q4
$13.2M Buy
162,886
+153,826
+1,698% +$12.5M 0.01% 1080
2022
Q3
$522K Sell
9,060
-9,540
-51% -$550K ﹤0.01% 1951
2022
Q2
$1.16M Sell
18,600
-14,552
-44% -$908K ﹤0.01% 1890
2022
Q1
$2.31M Sell
33,152
-105
-0.3% -$7.31K ﹤0.01% 1842
2021
Q4
$2.43M Sell
33,257
-17,873
-35% -$1.31M ﹤0.01% 1827
2021
Q3
$3.38M Sell
51,130
-968
-2% -$64K ﹤0.01% 1787
2021
Q2
$3.3M Buy
52,098
+36,292
+230% +$2.3M ﹤0.01% 1813
2021
Q1
$996K Buy
15,806
+790
+5% +$49.8K ﹤0.01% 1993
2020
Q4
$1.04M Buy
15,016
+6,303
+72% +$437K ﹤0.01% 1938
2020
Q3
$530K Sell
8,713
-4,254
-33% -$259K ﹤0.01% 2012
2020
Q2
$805K Sell
12,967
-9,703
-43% -$602K ﹤0.01% 1869
2020
Q1
$1.31M Sell
22,670
-1,899
-8% -$110K ﹤0.01% 1695
2019
Q4
$1.75M Sell
24,569
-450
-2% -$32K ﹤0.01% 1746
2019
Q3
$1.71M Buy
25,019
+6,326
+34% +$432K ﹤0.01% 1744
2019
Q2
$1.14M Sell
18,693
-7,256
-28% -$441K ﹤0.01% 1822
2019
Q1
$1.6M Sell
25,949
-2,266
-8% -$140K ﹤0.01% 1766
2018
Q4
$1.57M Buy
28,215
+7,451
+36% +$414K ﹤0.01% 1745
2018
Q3
$1.27M Buy
20,764
+389
+2% +$23.8K ﹤0.01% 1808
2018
Q2
$1.35M Buy
20,375
+1,282
+7% +$84.9K ﹤0.01% 1803
2018
Q1
$1.01M Sell
19,093
-4,287
-18% -$226K ﹤0.01% 1825
2017
Q4
$1.49M Buy
+23,380
New +$1.49M ﹤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% -$24K ﹤0.01% 2093
2016
Q4
$261K Buy
+4,668
New +$261K ﹤0.01% 2045