Blue Trust Inc’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 | $38.6K | Sell |
1,067
-372
| -26% | -$13.5K | ﹤0.01% | 1511 |
|
|
2025
Q1 | $46.8K | Buy |
1,439
+25
| +2% | +$813 | ﹤0.01% | 1399 |
|
|
2024
Q4 | $44.8K | Buy |
1,414
+50
| +4% | +$1.59K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $37.3K | Buy |
1,364
+28
| +2% | +$765 | ﹤0.01% | 1690 |
|
|
2024
Q2 | $36K | Hold |
1,336
| – | – | ﹤0.01% | 1401 |
|
|
2024
Q1 | $36K | Buy |
+1,336
| New | +$36K | ﹤0.01% | 1031 |
|