IFP Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $261 | Buy |
5
+2
| +67% | +$102 | ﹤0.01% | 4566 |
|
|
2025
Q4 | $145 | Sell |
3
-26
| -90% | -$1.26K | ﹤0.01% | 4533 |
|
|
2025
Q3 | $1.39K | Sell |
29
-76
| -72% | -$3.71K | ﹤0.01% | 3826 |
|
|
2025
Q2 | $5.89K | Buy |
+105
| New | +$5.82K | ﹤0.01% | 3256 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$54 | – | 4641 |
|
|
2024
Q4 | $54 | Buy |
+1
| New | +$58 | ﹤0.01% | 4240 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$21.4K | – | 3351 |
|
|
2023
Q3 | $21.4K | Sell |
500
-1
| -0.2% | -$49 | ﹤0.01% | 1915 |
|
|
2023
Q2 | $25.4K | Buy |
501
+1
| +0.2% | +$55 | ﹤0.01% | 1902 |
|
|
2023
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1936 |
|
|
2022
Q4 | $24K | Sell |
500
-32
| -6% | -$1.63K | ﹤0.01% | 2762 |
|
|
2022
Q3 | $26K | Buy |
532
+500
| +1,563% | +$27.1K | ﹤0.01% | 2878 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 4203 |
|
|
2022
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 4201 |
|
|
2021
Q4 | $1K | Sell |
32
-30
| -48% | -$1.3K | ﹤0.01% | 3134 |
|
|
2021
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 2764 |
|
|
2021
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 2670 |
|
|
2021
Q1 | $3K | Sell |
62
-67
| -52% | -$2.93K | ﹤0.01% | 2595 |
|
|
2020
Q4 | $6K | Hold |
129
| – | – | ﹤0.01% | 2273 |
|
|
2020
Q3 | $5K | Buy |
129
+17
| +15% | +$713 | ﹤0.01% | 2199 |
|
|
2020
Q2 | $5K | Sell |
112
-14
| -11% | -$684 | ﹤0.01% | 2114 |
|
|
2020
Q1 | $7K | Sell |
126
-22
| -15% | -$1.3K | ﹤0.01% | 1949 |
|
|
2019
Q4 | $9K | Sell |
148
-8
| -5% | -$494 | ﹤0.01% | 1976 |
|
|
2019
Q3 | $10K | Buy |
+156
| New | +$9.35K | ﹤0.01% | 2092 |
|
|
2019
Q1 | – | Sell |
-131
| Closed | -$7K | – | 3408 |
|
|
2018
Q4 | $7K | Buy |
131
+55
| +72% | +$2.74K | ﹤0.01% | 2706 |
|
|
2018
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 3333 |
|
|
2018
Q2 | $4K | Buy |
+76
| New | +$3.66K | ﹤0.01% | 3401 |
|
|
2016
Q1 | – | Sell |
-700
| Closed | -$25K | – | 3414 |
|
|
2015
Q4 | $25K | Buy |
+700
| New | +$25.1K | ﹤0.01% | 2040 |
|
Other funds holding UTL
VCM
FCM
VPM
