Focus Financial Network’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 | $394K | Buy |
10,882
+617
| +6% | +$22.3K | 0.02% | 489 |
|
|
2025
Q1 | $334K | Sell |
10,265
-184
| -2% | -$5.99K | 0.01% | 522 |
|
|
2024
Q4 | $331K | Buy |
10,449
+169
| +2% | +$5.36K | 0.01% | 520 |
|
|
2024
Q3 | $337K | Buy |
10,280
+17
| +0.2% | +$558 | 0.01% | 511 |
|
|
2024
Q2 | $294K | Sell |
10,263
-102
| -1% | -$2.92K | 0.01% | 535 |
|
|
2024
Q1 | $266K | Sell |
10,365
-180
| -2% | -$4.63K | 0.01% | 516 |
|
|
2023
Q4 | $282K | Buy |
10,545
+61
| +0.6% | +$1.63K | 0.01% | 594 |
|
|
2023
Q3 | $258K | Sell |
10,484
-47
| -0.4% | -$1.16K | 0.01% | 505 |
|
|
2023
Q2 | $289K | Buy |
10,531
+1,707
| +19% | +$46.8K | 0.02% | 477 |
|
|
2023
Q1 | $250K | Buy |
+8,824
| New | +$250K | 0.02% | 485 |
|