SEI Investments’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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $549K | Sell |
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|
2021
Q3 | $583K | Buy |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $522K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $391K | Sell |
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|
2019
Q4 | $524K | Sell |
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|
2019
Q3 | $575K | Sell |
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|
2019
Q2 | $501K | Buy |
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|
2019
Q1 | $459K | Buy |
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|
2018
Q4 | $120K | Buy |
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|
2018
Q3 | $33K | Sell |
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|
2018
Q2 | $96K | Sell |
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|
2018
Q1 | $117K | Sell |
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|
2017
Q4 | $148K | Sell |
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|
2017
Q3 | $138K | Buy |
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|
2017
Q2 | $89K | Buy |
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|
2017
Q1 | $40K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $102K | Sell |
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|
2015
Q3 | $109K | Sell |
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|
2015
Q2 | $124K | Buy |
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|
2015
Q1 | $112K | Buy |
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|
2014
Q4 | $82K | Buy |
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