Creative Planning’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
9,049
+2,415
| +36% | +$126K | ﹤0.01% | 2506 |
|
|
2025
Q1 | $383K | Sell |
6,634
-39
| -0.6% | -$2.25K | ﹤0.01% | 2537 |
|
|
2024
Q4 | $362K | Sell |
6,673
-482
| -7% | -$26.1K | ﹤0.01% | 2508 |
|
|
2024
Q3 | $433K | Buy |
7,155
+397
| +6% | +$24.1K | ﹤0.01% | 2230 |
|
|
2024
Q2 | $350K | Buy |
6,758
+218
| +3% | +$11.3K | ﹤0.01% | 2221 |
|
|
2024
Q1 | $342K | Sell |
6,540
-102
| -2% | -$5.34K | ﹤0.01% | 2132 |
|
|
2023
Q4 | $349K | Buy |
6,642
+533
| +9% | +$28K | ﹤0.01% | 1981 |
|
|
2023
Q3 | $261K | Sell |
6,109
-208
| -3% | -$8.88K | ﹤0.01% | 2040 |
|
|
2023
Q2 | $320K | Buy |
6,317
+168
| +3% | +$8.52K | ﹤0.01% | 1855 |
|
|
2023
Q1 | $351K | Buy |
6,149
+98
| +2% | +$5.59K | ﹤0.01% | 1691 |
|
|
2022
Q4 | $311K | Buy |
+6,051
| New | +$311K | ﹤0.01% | 1696 |
|
|
2017
Q3 | – | Sell |
-454
| Closed | -$22K | – | 3524 |
|
|
2017
Q2 | $22K | Buy |
454
+450
| +11,250% | +$21.8K | ﹤0.01% | 3098 |
|
|
2017
Q1 | $0 | Sell |
4
-184
| -98% | – | ﹤0.01% | 4691 |
|
|
2016
Q4 | $9K | Buy |
+188
| New | +$9K | ﹤0.01% | 3570 |
|
|
2016
Q1 | – | Sell |
-360
| Closed | -$13K | – | 4388 |
|
|
2015
Q4 | $13K | Hold |
360
| – | – | ﹤0.01% | 3098 |
|
|
2015
Q3 | $13K | Buy |
+360
| New | +$13K | ﹤0.01% | 3017 |
|
|
2015
Q2 | – | Sell |
-360
| Closed | -$13K | – | 2803 |
|
|
2015
Q1 | $13K | Buy |
+360
| New | +$13K | ﹤0.01% | 3001 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$58K | – | 3362 |
|
|
2013
Q2 | $58K | Buy |
+2,000
| New | +$58K | ﹤0.01% | 1308 |
|