Lido Advisors’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 | $5.43M | Buy |
150,194
+822
| +0.6% | +$29.7K | 0.02% | 332 |
|
|
2025
Q1 | $4.86M | Buy |
149,372
+10,309
| +7% | +$335K | 0.02% | 329 |
|
|
2024
Q4 | $4.43M | Hold |
139,063
| – | – | 0.02% | 328 |
|
|
2024
Q3 | $4.56M | Hold |
139,063
| – | – | 0.02% | 297 |
|
|
2024
Q2 | $3.8M | Buy |
139,063
+3,790
| +3% | +$104K | 0.02% | 305 |
|
|
2024
Q1 | $3.65M | Buy |
135,273
+26,785
| +25% | +$722K | 0.02% | 304 |
|
|
2023
Q4 | $2.92M | Buy |
+108,488
| New | +$2.92M | 0.02% | 318 |
|