HighTower Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
8,543
-2,203
| -21% | -$115K | ﹤0.01% | 2612 |
|
|
2025
Q1 | $620K | Sell |
10,746
-8,269
| -43% | -$477K | ﹤0.01% | 2284 |
|
|
2024
Q4 | $1.03M | Sell |
19,015
-6,270
| -25% | -$340K | ﹤0.01% | 1932 |
|
|
2024
Q3 | $1.54M | Sell |
25,285
-3,123
| -11% | -$191K | ﹤0.01% | 1667 |
|
|
2024
Q2 | $1.48M | Sell |
28,408
-530
| -2% | -$27.6K | ﹤0.01% | 1618 |
|
|
2024
Q1 | $1.52M | Sell |
28,938
-4,336
| -13% | -$228K | ﹤0.01% | 1569 |
|
|
2023
Q4 | $1.76M | Buy |
33,274
+24,682
| +287% | +$1.3M | ﹤0.01% | 1508 |
|
|
2023
Q3 | $369K | Sell |
8,592
-1,901
| -18% | -$81.6K | ﹤0.01% | 2430 |
|
|
2023
Q2 | $543K | Sell |
10,493
-312
| -3% | -$16.1K | ﹤0.01% | 2147 |
|
|
2023
Q1 | $631K | Buy |
10,805
+77
| +0.7% | +$4.5K | ﹤0.01% | 1947 |
|
|
2022
Q4 | $558K | Buy |
+10,728
| New | +$558K | ﹤0.01% | 2044 |
|
|
2022
Q3 | – | Sell |
-4,375
| Closed | -$261K | – | 3077 |
|
|
2022
Q2 | $261K | Sell |
4,375
-365
| -8% | -$21.8K | ﹤0.01% | 2432 |
|
|
2022
Q1 | $233K | Buy |
+4,740
| New | +$233K | ﹤0.01% | 2685 |
|
|
2016
Q3 | – | Sell |
-4,893
| Closed | -$208K | – | 1918 |
|
|
2016
Q2 | $208K | Sell |
4,893
-25
| -0.5% | -$1.06K | ﹤0.01% | 1476 |
|
|
2016
Q1 | $208K | Buy |
+4,918
| New | +$208K | ﹤0.01% | 1720 |
|