Jones Financial Companies
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Jones Financial Companies’s Reaves Utility Income Fund UTG Stock Holding History

Jones Financial Companies’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-281
Closed -$8.91K – 3870
2024
Q4 		$8.91K Buy
281
+241
+603% +$7.64K ﹤0.01% 2568
2024
Q3 		$1.3K Buy
+40
New +$1.3K ﹤0.01% 2763