Lido Advisors
UTG icon

Lido Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Lido Advisors’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.92M Buy
150,589
+554
+0.4% +$21.7K 0.02% 421
2025
Q4 		$5.94M Hold
150,035
– – 0.02% 423
2025
Q3 		$5.94M Sell
150,035
-159
-0.1% -$6K 0.02% 402
2025
Q2 		$5.43M Buy
150,194
+822
+0.6% +$27.5K 0.02% 352
2025
Q1 		$4.86M Buy
149,372
+10,309
+7% +$339K 0.02% 345
2024
Q4 		$4.43M Hold
139,063
– – 0.02% 348
2024
Q3 		$4.56M Hold
139,063
– – 0.02% 319
2024
Q2 		$3.8M Buy
139,063
+3,790
+3% +$103K 0.02% 324
2024
Q1 		$3.65M Buy
135,273
+26,785
+25% +$707K 0.02% 325
2023
Q4 		$2.92M Buy
+108,488
New +$2.77M 0.02% 337

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