Kovack Advisors’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
Q4 | $902K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $648K | Sell |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $631K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $733K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $650K | Buy |
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|
2021
Q3 | $600K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $248K | Buy |
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