Farther Finance 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 | $1.51K | Buy |
29
+4
| +16% | +$209 | ﹤0.01% | 3782 |
|
|
2025
Q1 | $1.46K | Hold |
25
| – | – | ﹤0.01% | 3497 |
|
|
2024
Q4 | $1.36K | Sell |
25
-5
| -17% | -$271 | ﹤0.01% | 3148 |
|
|
2024
Q3 | $1.82K | Hold |
30
| – | – | ﹤0.01% | 3025 |
|
|
2024
Q2 | $1.56K | Buy |
30
+8
| +36% | +$416 | ﹤0.01% | 2891 |
|
|
2024
Q1 | $1.14K | Buy |
22
+10
| +83% | +$517 | ﹤0.01% | 2720 |
|
|
2023
Q4 | $631 | Hold |
12
| – | – | ﹤0.01% | 2893 |
|
|
2023
Q3 | $513 | Hold |
12
| – | – | ﹤0.01% | 2262 |
|
|
2023
Q2 | $609 | Hold |
12
| – | – | ﹤0.01% | 2100 |
|
|
2023
Q1 | $684 | Hold |
12
| – | – | ﹤0.01% | 1929 |
|
|
2022
Q4 | $616 | Buy |
+12
| New | +$616 | ﹤0.01% | 1791 |
|