Allworth Financial’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Buy |
+76
| New | +$3.96K | ﹤0.01% | 3379 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$15.8K | – | 3685 |
|
|
2023
Q4 | $15.8K | Sell |
300
-100
| -25% | -$5.26K | ﹤0.01% | 1771 |
|
|
2023
Q3 | $17.1K | Hold |
400
| – | – | ﹤0.01% | 1624 |
|
|
2023
Q2 | $20.3K | Hold |
400
| – | – | ﹤0.01% | 1523 |
|
|
2023
Q1 | $22.8K | Hold |
400
| – | – | ﹤0.01% | 1383 |
|
|
2022
Q4 | $20.5K | Hold |
400
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q3 | $19K | Buy |
+400
| New | +$19K | ﹤0.01% | 1324 |
|
|
2022
Q2 | – | Sell |
-195
| Closed | -$10K | – | 2838 |
|
|
2022
Q1 | $10K | Hold |
195
| – | – | ﹤0.01% | 1496 |
|
|
2021
Q4 | $9K | Buy |
+195
| New | +$9K | ﹤0.01% | 1432 |
|