Larson Financial Group’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.2K | Hold |
1,442
| – | – | ﹤0.01% | 1050 |
|
|
2025
Q1 | $46.9K | Buy |
1,442
+222
| +18% | +$7.22K | ﹤0.01% | 1043 |
|
|
2024
Q4 | $38.7K | Buy |
1,220
+995
| +442% | +$31.5K | ﹤0.01% | 974 |
|
|
2024
Q3 | $7.38K | Hold |
225
| – | – | ﹤0.01% | 1579 |
|
|
2024
Q2 | $6.15K | Hold |
225
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q1 | $6.07K | Buy |
+225
| New | +$6.07K | ﹤0.01% | 1149 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | – | – | 573 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 517 |
|