Janney Montgomery Scott’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
8,097
+14
| +0.2% | +$730 | ﹤0.01% | 2130 |
|
|
2025
Q1 | $466K | Buy |
8,083
+125
| +2% | +$7.21K | ﹤0.01% | 2031 |
|
|
2024
Q4 | $431K | Sell |
7,958
-328
| -4% | -$17.8K | ﹤0.01% | 2091 |
|
|
2024
Q3 | $502K | Sell |
8,286
-369
| -4% | -$22.4K | ﹤0.01% | 1965 |
|
|
2024
Q2 | $448K | Sell |
8,655
-88
| -1% | -$4.56K | ﹤0.01% | 1970 |
|
|
2024
Q1 | $458K | Buy |
8,743
+2,018
| +30% | +$106K | ﹤0.01% | 2068 |
|
|
2023
Q4 | $354K | Sell |
6,725
-649
| -9% | -$34.2K | ﹤0.01% | 2127 |
|
|
2023
Q3 | $315K | Sell |
7,374
-2,599
| -26% | -$111K | ﹤0.01% | 2100 |
|
|
2023
Q2 | $506K | Sell |
9,973
-107
| -1% | -$5.43K | ﹤0.01% | 1854 |
|
|
2023
Q1 | $575K | Buy |
10,080
+656
| +7% | +$37.4K | ﹤0.01% | 1639 |
|
|
2022
Q4 | $484K | Buy |
9,424
+1,132
| +14% | +$58.1K | ﹤0.01% | 1795 |
|
|
2022
Q3 | $385K | Sell |
8,292
-3,390
| -29% | -$157K | ﹤0.01% | 1860 |
|
|
2022
Q2 | $677K | Sell |
11,682
-2,681
| -19% | -$155K | ﹤0.01% | 1441 |
|
|
2022
Q1 | $716K | Sell |
14,363
-274
| -2% | -$13.7K | ﹤0.01% | 1430 |
|
|
2021
Q4 | $673K | Buy |
14,637
+4,420
| +43% | +$203K | ﹤0.01% | 1551 |
|
|
2021
Q3 | $437K | Sell |
10,217
-3,610
| -26% | -$154K | ﹤0.01% | 1736 |
|
|
2021
Q2 | $732K | Sell |
13,827
-232
| -2% | -$12.3K | ﹤0.01% | 1431 |
|
|
2021
Q1 | $642K | Buy |
14,059
+221
| +2% | +$10.1K | ﹤0.01% | 1417 |
|
|
2020
Q4 | $613K | Buy |
13,838
+443
| +3% | +$19.6K | ﹤0.01% | 1443 |
|
|
2020
Q3 | $518K | Buy |
13,395
+565
| +4% | +$21.8K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $575K | Buy |
12,830
+175
| +1% | +$7.84K | ﹤0.01% | 1292 |
|
|
2020
Q1 | $662K | Buy |
12,655
+2,045
| +19% | +$107K | 0.01% | 1100 |
|
|
2019
Q4 | $656K | Buy |
10,610
+501
| +5% | +$31K | ﹤0.01% | 1288 |
|
|
2019
Q3 | $641K | Buy |
10,109
+542
| +6% | +$34.4K | ﹤0.01% | 1244 |
|
|
2019
Q2 | $573K | Sell |
9,567
-86
| -0.9% | -$5.15K | ﹤0.01% | 1356 |
|
|
2019
Q1 | $523K | Buy |
9,653
+1,037
| +12% | +$56.2K | ﹤0.01% | 1367 |
|
|
2018
Q4 | $436K | Sell |
8,616
-2,928
| -25% | -$148K | ﹤0.01% | 1377 |
|
|
2018
Q3 | $588K | Sell |
11,544
-752
| -6% | -$38.3K | 0.01% | 1365 |
|
|
2018
Q2 | $628K | Buy |
12,296
+240
| +2% | +$12.3K | 0.01% | 1265 |
|
|
2018
Q1 | $560K | Sell |
12,056
-3,480
| -22% | -$162K | 0.01% | 1270 |
|
|
2017
Q4 | $709K | Sell |
15,536
-181
| -1% | -$8.26K | 0.01% | 1117 |
|
|
2017
Q3 | $777K | Sell |
15,717
-2,939
| -16% | -$145K | 0.01% | 1039 |
|
|
2017
Q2 | $901K | Sell |
18,656
-842
| -4% | -$40.7K | 0.01% | 928 |
|
|
2017
Q1 | $878K | Sell |
19,498
-716
| -4% | -$32.2K | 0.01% | 904 |
|
|
2016
Q4 | $917K | Buy |
20,214
+3,459
| +21% | +$157K | 0.01% | 808 |
|
|
2016
Q3 | $654K | Sell |
16,755
-16,659
| -50% | -$650K | 0.01% | 831 |
|
|
2016
Q2 | $1.43M | Buy |
33,414
+14,521
| +77% | +$620K | 0.03% | 339 |
|
|
2016
Q1 | $803K | Buy |
18,893
+3,219
| +21% | +$137K | 0.02% | 587 |
|
|
2015
Q4 | $562K | Buy |
15,674
+4,167
| +36% | +$149K | 0.01% | 773 |
|
|
2015
Q3 | $424K | Buy |
11,507
+858
| +8% | +$31.6K | 0.01% | 913 |
|
|
2015
Q2 | $352K | Buy |
10,649
+530
| +5% | +$17.5K | 0.01% | 1396 |
|
|
2015
Q1 | $352K | Buy |
10,119
+5
| +0% | +$174 | 0.01% | 1634 |
|
|
2014
Q4 | $371K | Sell |
10,114
-3,282
| -24% | -$120K | 0.01% | 1528 |
|
|
2014
Q3 | $416K | Buy |
13,396
+499
| +4% | +$15.5K | 0.01% | 1413 |
|
|
2014
Q2 | $436K | Buy |
12,897
+239
| +2% | +$8.09K | 0.01% | 1335 |
|
|
2014
Q1 | $416K | Buy |
12,658
+1,640
| +15% | +$53.9K | 0.01% | 1249 |
|
|
2013
Q4 | $336K | Sell |
11,018
-1,424
| -11% | -$43.4K | 0.01% | 1357 |
|
|
2013
Q3 | $364K | Buy |
12,442
+3,874
| +45% | +$113K | 0.01% | 1198 |
|
|
2013
Q2 | $247K | Buy |
+8,568
| New | +$247K | 0.03% | 605 |
|