Kestra Advisory Services’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.09M | Buy |
|
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|
2024
Q3 | $1.09M | Sell |
|
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $980K | Buy |
|
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|
2023
Q4 | $848K | Sell |
|
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|
2023
Q3 | $971K | Buy |
|
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|
2023
Q2 | $918K | Sell |
|
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|
2023
Q1 | $1.18M | Buy |
|
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|
2022
Q4 | $1.15M | Sell |
|
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|
2022
Q3 | $1.24M | Buy |
|
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|
2022
Q2 | $1.1M | Buy |
|
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|
2022
Q1 | $1.21M | Buy |
|
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|
2021
Q4 | $989K | Buy |
|
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|
2021
Q3 | $826K | Buy |
|
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|
2021
Q2 | $774K | Buy |
|
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|
2021
Q1 | $582K | Sell |
|
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $407K | Buy |
|