IFP 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 | $5.89K | Buy |
+105
| New | +$5.89K | ﹤0.01% | 3256 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$54 | – | 4703 |
|
|
2024
Q4 | $54 | Buy |
+1
| New | +$54 | ﹤0.01% | 4240 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$21.4K | – | 3355 |
|
|
2023
Q3 | $21.4K | Sell |
500
-1
| -0.2% | -$43 | ﹤0.01% | 1915 |
|
|
2023
Q2 | $25.4K | Buy |
501
+1
| +0.2% | +$51 | ﹤0.01% | 1902 |
|
|
2023
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1936 |
|
|
2022
Q4 | $24K | Sell |
500
-32
| -6% | -$1.54K | ﹤0.01% | 2762 |
|
|
2022
Q3 | $26K | Buy |
532
+500
| +1,563% | +$24.4K | ﹤0.01% | 2879 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 4204 |
|
|
2022
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 4204 |
|
|
2021
Q4 | $1K | Sell |
32
-30
| -48% | -$938 | ﹤0.01% | 3086 |
|
|
2021
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 2702 |
|
|
2021
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 2649 |
|
|
2021
Q1 | $3K | Sell |
62
-67
| -52% | -$3.24K | ﹤0.01% | 2569 |
|
|
2020
Q4 | $6K | Hold |
129
| – | – | ﹤0.01% | 2263 |
|
|
2020
Q3 | $5K | Buy |
129
+17
| +15% | +$659 | ﹤0.01% | 2185 |
|
|
2020
Q2 | $5K | Sell |
112
-14
| -11% | -$625 | ﹤0.01% | 2101 |
|
|
2020
Q1 | $7K | Sell |
126
-22
| -15% | -$1.22K | ﹤0.01% | 1928 |
|
|
2019
Q4 | $9K | Sell |
148
-8
| -5% | -$486 | ﹤0.01% | 1973 |
|
|
2019
Q3 | $10K | Buy |
+156
| New | +$10K | ﹤0.01% | 2089 |
|
|
2019
Q1 | – | Sell |
-131
| Closed | -$7K | – | 3377 |
|
|
2018
Q4 | $7K | Buy |
131
+55
| +72% | +$2.94K | ﹤0.01% | 2662 |
|
|
2018
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 3293 |
|
|
2018
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 3351 |
|
|
2016
Q1 | – | Sell |
-700
| Closed | -$25K | – | 3417 |
|
|
2015
Q4 | $25K | Buy |
+700
| New | +$25K | ﹤0.01% | 2027 |
|