CAPTRUST Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1M | Sell |
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|
2025
Q2 | $13M | Sell |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $5.8M | Buy |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $274K | Buy |
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