Leverty Financial Group’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Hold |
31,267
| – | – | 0.05% | 42 |
|
|
2025
Q1 | $167K | Hold |
31,267
| – | – | 0.07% | 40 |
|
|
2024
Q4 | $157K | Hold |
31,267
| – | – | 0.08% | 35 |
|
|
2024
Q3 | $163K | Sell |
31,267
-813
| -3% | -$4.23K | 0.09% | 33 |
|
|
2024
Q2 | $185K | Hold |
32,080
| – | – | 0.11% | 31 |
|
|
2024
Q1 | $174K | Hold |
32,080
| – | – | 0.1% | 31 |
|
|
2023
Q4 | $169K | Hold |
32,080
| – | – | 0.11% | 32 |
|
|
2023
Q3 | $166K | Hold |
32,080
| – | – | 0.12% | 29 |
|
|
2023
Q2 | $212K | Hold |
32,080
| – | – | 0.15% | 27 |
|
|
2023
Q1 | $224K | Hold |
32,080
| – | – | 0.18% | 27 |
|
|
2022
Q4 | $235K | Hold |
32,080
| – | – | 0.2% | 23 |
|
|
2022
Q3 | $215K | Hold |
32,080
| – | – | 0.21% | 23 |
|
|
2022
Q2 | $212K | Buy |
32,080
+5,663
| +21% | +$37.4K | 0.2% | 22 |
|
|
2022
Q1 | $183K | Hold |
26,417
| – | – | 0.14% | 23 |
|
|
2021
Q4 | $212K | Buy |
+26,417
| New | +$212K | 0.16% | 16 |
|