IFP Advisors’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 | $83.5K | Sell |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $72.3K | Buy |
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|
2024
Q3 | $74.4K | Buy |
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|
2024
Q2 | $61.5K | Buy |
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|
2024
Q1 | $60.3K | Sell |
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|
2023
Q4 | $99.5K | Sell |
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|
2023
Q3 | $96.3K | Sell |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $89.9K | Buy |
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|
2022
Q4 | $25K | Sell |
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|
2022
Q3 | $41K | Buy |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $41K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $767K | Buy |
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|
2018
Q3 | $729K | Buy |
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|
2018
Q2 | $448K | Buy |
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|
2018
Q1 | $299K | Hold |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $237K | Buy |
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|
2017
Q2 | $226K | Buy |
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|
2017
Q1 | $192K | Buy |
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|
2016
Q4 | $43K | Sell |
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|
2016
Q3 | $52K | Buy |
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|
2016
Q2 | $45K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3K | Buy |
|