Lindbrook Capital’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.96K | Hold |
34
| – | – | ﹤0.01% | 2293 |
|
|
2024
Q4 | $1.84K | Sell |
34
-7
| -17% | -$379 | ﹤0.01% | 2329 |
|
|
2024
Q3 | $2.48K | Buy |
41
+7
| +21% | +$424 | ﹤0.01% | 2278 |
|
|
2024
Q2 | $1.76K | Buy |
34
+3
| +10% | +$155 | ﹤0.01% | 2375 |
|
|
2024
Q1 | $1.62K | Sell |
31
-65
| -68% | -$3.4K | ﹤0.01% | 2308 |
|
|
2023
Q4 | $5.05K | Buy |
+96
| New | +$5.05K | ﹤0.01% | 1883 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$10.1K | – | 2851 |
|
|
2023
Q2 | $10.1K | Buy |
200
+12
| +6% | +$609 | ﹤0.01% | 1460 |
|
|
2023
Q1 | $10.7K | Sell |
188
-19
| -9% | -$1.08K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $10.6K | Sell |
207
-3
| -1% | -$154 | ﹤0.01% | 1406 |
|
|
2022
Q3 | $10K | Sell |
210
-35
| -14% | -$1.67K | ﹤0.01% | 1346 |
|
|
2022
Q2 | $14K | Hold |
245
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q1 | $12K | Buy |
+245
| New | +$12K | ﹤0.01% | 1229 |
|
|
2021
Q4 | – | Sell |
-54
| Closed | -$2K | – | 2215 |
|
|
2021
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1610 |
|
|
2020
Q4 | $2K | Sell |
54
-49
| -48% | -$1.82K | ﹤0.01% | 1518 |
|
|
2020
Q3 | $4K | Buy |
103
+7
| +7% | +$272 | ﹤0.01% | 1213 |
|
|
2020
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q1 | $5K | Sell |
96
-348
| -78% | -$18.1K | ﹤0.01% | 1029 |
|
|
2019
Q4 | $27K | Hold |
444
| – | – | 0.01% | 639 |
|
|
2019
Q3 | $28K | Hold |
444
| – | – | 0.01% | 604 |
|
|
2019
Q2 | $26K | Hold |
444
| – | – | 0.01% | 611 |
|
|
2019
Q1 | $24K | Hold |
444
| – | – | 0.01% | 636 |
|
|
2018
Q4 | $22K | Buy |
+444
| New | +$22K | 0.01% | 581 |
|