Hollow Brook 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
Q2 | $275K | Sell |
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|
2025
Q1 | $281K | Hold |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.74M | Sell |
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|
2020
Q3 | $2.76M | Sell |
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|
2020
Q2 | $2.69M | Sell |
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|
2020
Q1 | $3.26M | Sell |
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|
2019
Q4 | $4.54M | Buy |
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|
2019
Q3 | $4.22M | Sell |
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|
2019
Q2 | $4.31M | Sell |
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|
2019
Q1 | $4.08M | Sell |
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|
2018
Q4 | $3.71M | Sell |
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|
2018
Q3 | $3.98M | Buy |
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|
2018
Q2 | $2.81M | Buy |
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|
2018
Q1 | $2.63M | Sell |
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|
2017
Q4 | $2.94M | Sell |
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|
2017
Q3 | $3.27M | Sell |
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|
2017
Q2 | $3.55M | Sell |
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|
2017
Q1 | $3.39M | Sell |
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|
2016
Q4 | $7.96M | Sell |
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|
2016
Q3 | $8M | Buy |
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|
2016
Q2 | $7.81M | Sell |
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|
2016
Q1 | $8.36M | Buy |
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|
2015
Q4 | $6.85M | Sell |
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|
2015
Q3 | $7.99M | Sell |
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|
2015
Q2 | $8.17M | Sell |
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|
2015
Q1 | $8.89M | Buy |
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|
2014
Q4 | $3.38M | Buy |
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|
2014
Q3 | $2.88M | Buy |
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|
2014
Q2 | $1.55M | Sell |
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|
2014
Q1 | $1.93M | Buy |
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|
2013
Q4 | $1.67M | Buy |
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|
2013
Q3 | $1.26M | Sell |
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|
2013
Q2 | $1.72M | Buy |
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