Franklin Resources’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
50,970
-3,721
| -7% | -$194K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $3.16M | Sell |
54,691
-28,710
| -34% | -$1.66M | ﹤0.01% | 1522 |
|
|
2024
Q4 | $4.52M | Sell |
83,401
-4,567
| -5% | -$247K | ﹤0.01% | 1388 |
|
|
2024
Q3 | $5.17M | Buy |
87,968
+3,795
| +5% | +$223K | ﹤0.01% | 1329 |
|
|
2024
Q2 | $4.36M | Sell |
84,173
-4,090
| -5% | -$212K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $4.62M | Buy |
88,263
+79,704
| +931% | +$4.17M | ﹤0.01% | 1361 |
|
|
2023
Q4 | $450K | Buy |
8,559
+40
| +0.5% | +$2.1K | ﹤0.01% | 1994 |
|
|
2023
Q3 | $364K | Buy |
8,519
+80
| +0.9% | +$3.42K | ﹤0.01% | 2057 |
|
|
2023
Q2 | $428K | Buy |
+8,439
| New | +$428K | ﹤0.01% | 2026 |
|
|
2018
Q4 | – | Sell |
-22,516
| Closed | -$1.15M | – | 1524 |
|
|
2018
Q3 | $1.15M | Buy |
+22,516
| New | +$1.15M | ﹤0.01% | 1265 |
|
|
2018
Q2 | – | Sell |
-35,162
| Closed | -$1.63M | – | 1536 |
|
|
2018
Q1 | $1.63M | Buy |
+35,162
| New | +$1.63M | ﹤0.01% | 1237 |
|