Future Financial Wealth Management’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 | $947K | Buy |
26,170
+470
| +2% | +$17K | 0.65% | 30 |
|
|
2025
Q1 | $836K | Sell |
25,700
-299
| -1% | -$9.73K | 0.61% | 30 |
|
|
2024
Q4 | $824K | Sell |
25,999
-638
| -2% | -$20.2K | 0.6% | 35 |
|
|
2024
Q3 | $874K | Sell |
26,637
-5,522
| -17% | -$181K | 0.62% | 35 |
|
|
2024
Q2 | $879K | Buy |
32,159
+2,274
| +8% | +$62.1K | 0.77% | 35 |
|
|
2024
Q1 | $806K | Buy |
29,885
+11,485
| +62% | +$310K | 0.62% | 35 |
|
|
2023
Q4 | $492K | Buy |
18,400
+1,200
| +7% | +$32.1K | 0.49% | 54 |
|
|
2023
Q3 | $424K | Buy |
17,200
+3,000
| +21% | +$74K | 0.47% | 54 |
|
|
2023
Q2 | $389K | Hold |
14,200
| – | – | 0.41% | 59 |
|
|
2023
Q1 | $403K | Sell |
14,200
-5,692
| -29% | -$162K | 0.44% | 61 |
|
|
2022
Q4 | $562K | Sell |
19,892
-3,600
| -15% | -$102K | 0.64% | 50 |
|
|
2022
Q3 | $728K | Hold |
23,492
| – | – | 0.84% | 43 |
|
|
2022
Q2 | $812K | Hold |
23,492
| – | – | 0.79% | 48 |
|
|
2022
Q1 | $812K | Buy |
23,492
+1,326
| +6% | +$45.8K | 0.67% | 48 |
|
|
2021
Q4 | $781K | Buy |
22,166
+2,000
| +10% | +$70.5K | 0.62% | 50 |
|
|
2021
Q3 | $692K | Hold |
20,166
| – | – | 0.71% | 51 |
|
|
2021
Q2 | $692K | Hold |
20,166
| – | – | 0.71% | 51 |
|
|
2021
Q1 | $676K | Buy |
20,166
+2,512
| +14% | +$84.2K | 0.78% | 41 |
|
|
2020
Q4 | $579K | Buy |
+17,654
| New | +$579K | 0.67% | 48 |
|