LNC
UTG icon

Lincoln National Corp’s Reaves Utility Income Fund UTG Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-9,083
Closed -$245K – 1075
2024
Q1 		$245K Buy
9,083
+194
+2% +$5.12K ﹤0.01% 1050
2023
Q4 		$238K Buy
+8,889
New +$227K ﹤0.01% 971
2022
Q2 		– Sell
-11,182
Closed -$386K – 952
2022
Q1 		$386K Buy
11,182
+30
+0.3% +$996 0.01% 631
2021
Q4 		$391K Buy
11,152
+27
+0.2% +$910 0.01% 616
2021
Q3 		$364K Buy
11,125
+26
+0.2% +$915 0.01% 605
2021
Q2 		$381K Buy
11,099
+25
+0.2% +$867 0.01% 577
2021
Q1 		$371K Buy
11,074
+26
+0.2% +$844 0.01% 542
2020
Q4 		$362K Buy
+11,048
New +$362K 0.01% 520

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