Cambridge Investment Research Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
11,015
+64
| +0.6% | +$3.34K | ﹤0.01% | 2415 |
|
|
2025
Q1 | $632K | Sell |
10,951
-5,750
| -34% | -$332K | ﹤0.01% | 2222 |
|
|
2024
Q4 | $905K | Buy |
16,701
+71
| +0.4% | +$3.85K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $1.01M | Sell |
16,630
-514
| -3% | -$31.1K | ﹤0.01% | 1847 |
|
|
2024
Q2 | $888K | Buy |
17,144
+1,901
| +12% | +$98.5K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $798K | Buy |
15,243
+6
| +0% | +$314 | ﹤0.01% | 1891 |
|
|
2023
Q4 | $801K | Buy |
15,237
+106
| +0.7% | +$5.57K | ﹤0.01% | 1806 |
|
|
2023
Q3 | $646K | Sell |
15,131
-1,009
| -6% | -$43.1K | ﹤0.01% | 1882 |
|
|
2023
Q2 | $818K | Buy |
16,140
+1,624
| +11% | +$82.3K | ﹤0.01% | 1750 |
|
|
2023
Q1 | $828K | Sell |
14,516
-550
| -4% | -$31.4K | ﹤0.01% | 1704 |
|
|
2022
Q4 | $774K | Buy |
15,066
+655
| +5% | +$33.7K | ﹤0.01% | 1689 |
|
|
2022
Q3 | $669K | Buy |
14,411
+3,694
| +34% | +$171K | ﹤0.01% | 1742 |
|
|
2022
Q2 | $629K | Sell |
10,717
-2,173
| -17% | -$128K | ﹤0.01% | 1789 |
|
|
2022
Q1 | $643K | Buy |
12,890
+491
| +4% | +$24.5K | ﹤0.01% | 1911 |
|
|
2021
Q4 | $570K | Buy |
12,399
+117
| +1% | +$5.38K | ﹤0.01% | 1997 |
|
|
2021
Q3 | $525K | Buy |
12,282
+91
| +0.7% | +$3.89K | ﹤0.01% | 2013 |
|
|
2021
Q2 | $646K | Buy |
12,191
+80
| +0.7% | +$4.24K | ﹤0.01% | 1859 |
|
|
2021
Q1 | $553K | Sell |
12,111
-396
| -3% | -$18.1K | ﹤0.01% | 1832 |
|
|
2020
Q4 | $554K | Buy |
12,507
+105
| +0.8% | +$4.65K | ﹤0.01% | 1703 |
|
|
2020
Q3 | $479K | Sell |
12,402
-140
| -1% | -$5.41K | ﹤0.01% | 1630 |
|
|
2020
Q2 | $562K | Buy |
12,542
+221
| +2% | +$9.9K | ﹤0.01% | 1490 |
|
|
2020
Q1 | $645K | Buy |
12,321
+323
| +3% | +$16.9K | 0.01% | 1222 |
|
|
2019
Q4 | $742K | Buy |
11,998
+68
| +0.6% | +$4.21K | 0.01% | 1324 |
|
|
2019
Q3 | $757K | Buy |
+11,930
| New | +$757K | 0.01% | 1242 |
|
|
2017
Q3 | – | Sell |
-11,344
| Closed | -$548K | – | 2057 |
|
|
2017
Q2 | $548K | Buy |
11,344
+3,626
| +47% | +$175K | 0.01% | 1147 |
|
|
2017
Q1 | $348K | Buy |
+7,718
| New | +$348K | 0.01% | 1278 |
|