Atria Wealth Solutions’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
67,917
-26,450
| -28% | -$153K | 0.01% | 1031 |
|
|
2025
Q1 | $504K | Sell |
94,367
-29,383
| -24% | -$157K | 0.01% | 1191 |
|
|
2024
Q4 | $622K | Sell |
123,750
-5,621
| -4% | -$28.3K | 0.01% | 1141 |
|
|
2024
Q3 | $673K | Buy |
129,371
+15,242
| +13% | +$79.3K | 0.01% | 1081 |
|
|
2024
Q2 | $659K | Sell |
114,129
-74,472
| -39% | -$430K | 0.01% | 1082 |
|
|
2024
Q1 | $1.02M | Buy |
188,601
+29,567
| +19% | +$160K | 0.01% | 895 |
|
|
2023
Q4 | $840K | Buy |
159,034
+23,437
| +17% | +$124K | 0.01% | 936 |
|
|
2023
Q3 | $700K | Sell |
135,597
-1,819
| -1% | -$9.4K | 0.01% | 971 |
|
|
2023
Q2 | $908K | Sell |
137,416
-21,180
| -13% | -$140K | 0.01% | 874 |
|
|
2023
Q1 | $1.11M | Buy |
158,596
+77,866
| +96% | +$543K | 0.02% | 756 |
|
|
2022
Q4 | $591K | Buy |
80,730
+51,461
| +176% | +$377K | 0.01% | 991 |
|
|
2022
Q3 | $197K | Buy |
+29,269
| New | +$197K | ﹤0.01% | 1554 |
|
|
2022
Q2 | – | Sell |
-19,032
| Closed | -$132K | – | 1710 |
|
|
2022
Q1 | $132K | Buy |
+19,032
| New | +$132K | ﹤0.01% | 1643 |
|