Advisory Services Network’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $758K | Sell |
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|
2025
Q2 | $734K | Buy |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $56K | Buy |
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|
2020
Q3 | $42K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $26K | Sell |
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|
2019
Q3 | $54K | Hold |
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|
2019
Q2 | $54K | Buy |
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|
2019
Q1 | $24K | Hold |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Buy |
|