Stifel Financial’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 | $532K | Sell |
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|
2025
Q1 | $571K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $581K | Buy |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $662K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $446K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $2.44M | Buy |
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|
2019
Q2 | $2.14M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $209K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $228K | Buy |
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