Balboa Wealth Partners’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	$317K	Sell	8,761 -945	-10%	-$34.2K	0.06%	239
2025 Q1	$316K	Buy	9,706 +125	+1%	+$4.07K	0.08%	188
2024 Q4	$304K	Sell	9,581 -875	-8%	-$27.7K	0.07%	207
2024 Q3	$343K	Buy	+10,456	New	+$343K	0.09%	174