Jones Financial Companies’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Buy |
284
+6
| +2% | +$315 | ﹤0.01% | 2719 |
|
|
2025
Q1 | $16.1K | Buy |
278
+2
| +0.7% | +$116 | ﹤0.01% | 2511 |
|
|
2024
Q4 | $14.9K | Buy |
276
+2
| +0.7% | +$108 | ﹤0.01% | 2365 |
|
|
2024
Q3 | $16.3K | Buy |
+274
| New | +$16.3K | ﹤0.01% | 2028 |
|
|
2023
Q2 | – | Sell |
-445
| Closed | -$25.4K | – | 597 |
|
|
2023
Q1 | $25.4K | Buy |
+445
| New | +$25.4K | ﹤0.01% | 401 |
|
|
2021
Q1 | – | Sell |
-775
| Closed | -$34K | – | 869 |
|
|
2020
Q4 | $34K | Buy |
+775
| New | +$34K | ﹤0.01% | 318 |
|