Key Financial Inc’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 | $22K | Hold |
|
|||||
|
2025
Q2 | $20K | Hold |
|
|||||
|
2025
Q1 | $18K | Hold |
|
|||||
|
2024
Q4 | $17.6K | Hold |
|
|||||
|
2024
Q3 | $18.2K | Hold |
|
|||||
|
2024
Q2 | $15.1K | Hold |
|
|||||
|
2024
Q1 | $14.9K | Hold |
|
|||||
|
2023
Q4 | $14.8K | Hold |
|
|||||
|
2023
Q3 | $13.7K | Hold |
|
|||||
|
2023
Q2 | $15.2K | Hold |
|
|||||
|
2023
Q1 | $15.7K | Buy |
|
|||||
|
2022
Q4 | $4.2K | Hold |
|
|||||
|
2022
Q3 | $4K | Hold |
|
|||||
|
2022
Q2 | $5K | Hold |
|
|||||
|
2022
Q1 | $5K | Hold |
|
|||||
|
2021
Q4 | $5K | Hold |
|
|||||
|
2021
Q3 | $5K | Hold |
|
|||||
|
2021
Q2 | $5K | Hold |
|
|||||
|
2021
Q1 | $5K | Hold |
|
|||||
|
2020
Q4 | $5K | Buy |
|