Future Financial Wealth Management’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 | $1.01M | Sell |
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|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $836K | Sell |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $879K | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $492K | Buy |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $728K | Hold |
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|
2022
Q2 | $812K | Hold |
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|
2022
Q1 | $812K | Buy |
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|
2021
Q4 | $781K | Buy |
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|
2021
Q3 | $692K | Hold |
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|
2021
Q2 | $692K | Hold |
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|
2021
Q1 | $676K | Buy |
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|
2020
Q4 | $579K | Buy |
|