Lido Advisors’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
$5.94M Sell
2025
Q2
$5.43M Buy
2025
Q1
$4.86M Buy
2024
Q4
$4.43M Hold
2024
Q3
$4.56M Hold
2024
Q2
$3.8M Buy
2024
Q1
$3.65M Buy
2023
Q4
$2.92M Buy