Larson Financial Group’s Reaves Utility Income Fund UTG Stock Holding History

Larson Financial Group’s Portfolio UTG Stock Details UTG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$57.1K	Hold
2025 Q2	$52.2K	Hold
2025 Q1	$46.9K	Buy
2024 Q4	$38.7K	Buy
2024 Q3	$7.38K	Hold
2024 Q2	$6.15K	Hold
2024 Q1	$6.07K	Buy
2019 Q2	–	Sell
2019 Q1	$0	Hold
2018 Q4	$0	Buy