Allie Family Office’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
6,490
| – | – | 0.12% | 77 |
|
|
2025
Q1 | $211K | Hold |
6,490
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $206K | Hold |
6,490
| – | – | 0.11% | 87 |
|
|
2024
Q3 | $213K | Buy |
+6,490
| New | +$213K | 0.11% | 84 |
|
|
2022
Q3 | – | Sell |
-6,490
| Closed | -$201K | – | 76 |
|
|
2022
Q2 | $201K | Buy |
+6,490
| New | +$201K | 0.16% | 70 |
|