Live Oak Private Wealth’s Gabelli Utility & Income Trust GLU Stock Holding History

Live Oak Private Wealth’s Portfolio GLU Stock Details GLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$350K	Hold
2025 Q2	$334K	Hold
2025 Q1	$314K	Hold
2024 Q4	$290K	Hold
2024 Q3	$318K	Hold
2024 Q2	$268K	Hold
2024 Q1	$282K	Buy
2023 Q4	$132K	Hold
2023 Q3	$135K	Hold
2023 Q2	$143K	Buy