Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $81.3K | Hold |
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|
2024
Q4 | $79.2K | Hold |
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|
2024
Q3 | $82K | Hold |
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|
2024
Q2 | $68.3K | Hold |
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|
2024
Q1 | $67.4K | Hold |
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|
2023
Q4 | $66.8K | Hold |
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|
2023
Q3 | $61.6K | Hold |
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|
2023
Q2 | $68.5K | Hold |
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|
2023
Q1 | $71K | Hold |
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|
2022
Q4 | $70.7K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $88K | Hold |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $82K | Buy |
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