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
2026 Q1	$1.01M	Sell	24,202 -940	-4%	-$36.7K	0.65%	28
2025 Q4	$935K	Sell	25,142 -453	-2%	-$17.2K	0.63%	28
2025 Q3	$1.01M	Sell	25,595 -575	-2%	-$21.7K	0.64%	28
2025 Q2	$947K	Buy	26,170 +470	+2%	+$15.7K	0.65%	30
2025 Q1	$836K	Sell	25,700 -299	-1%	-$9.83K	0.61%	30
2024 Q4	$824K	Sell	25,999 -638	-2%	-$21K	0.6%	35
2024 Q3	$874K	Sell	26,637 -5,522	-17%	-$163K	0.62%	35
2024 Q2	$879K	Buy	32,159 +2,274	+8%	+$61.9K	0.77%	35
2024 Q1	$806K	Buy	29,885 +11,485	+62%	+$303K	0.62%	35
2023 Q4	$492K	Buy	18,400 +1,200	+7%	+$30.7K	0.49%	54
2023 Q3	$424K	Buy	17,200 +3,000	+21%	+$80.6K	0.47%	54
2023 Q2	$389K	Hold	14,200	–	–	0.41%	59
2023 Q1	$403K	Sell	14,200 -5,692	-29%	-$163K	0.44%	61
2022 Q4	$562K	Sell	19,892 -3,600	-15%	-$101K	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%	+$44K	0.67%	48
2021 Q4	$781K	Buy	22,166 +2,000	+10%	+$67.4K	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%	+$81.6K	0.78%	41
2020 Q4	$579K	Buy	+17,654	New	+$578K	0.67%	48