Lowe Wealth 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 | $226K | Buy |
6,250
+100
| +2% | +$3.62K | 0.09% | 55 |
|
|
2025
Q1 | $200K | Sell |
6,150
-400
| -6% | -$13K | 0.09% | 52 |
|
|
2024
Q4 | $208K | Sell |
6,550
-1,200
| -15% | -$38K | 0.09% | 52 |
|
|
2024
Q3 | $254K | Hold |
7,750
| – | – | 0.11% | 46 |
|
|
2024
Q2 | $212K | Sell |
7,750
-350
| -4% | -$9.56K | 0.1% | 46 |
|
|
2024
Q1 | $218K | Buy |
8,100
+100
| +1% | +$2.7K | 0.1% | 47 |
|
|
2023
Q4 | $214K | Sell |
8,000
-550
| -6% | -$14.7K | 0.11% | 51 |
|
|
2023
Q3 | $211K | Sell |
8,550
-350
| -4% | -$8.63K | 0.11% | 51 |
|
|
2023
Q2 | $244K | Buy |
8,900
+250
| +3% | +$6.86K | 0.12% | 46 |
|
|
2023
Q1 | $245K | Buy |
8,650
+450
| +5% | +$12.8K | 0.13% | 43 |
|
|
2022
Q4 | $232K | Hold |
8,200
| – | – | 0.13% | 44 |
|
|
2022
Q3 | $223K | Buy |
8,200
+450
| +6% | +$12.2K | 0.13% | 41 |
|
|
2022
Q2 | $240K | Buy |
7,750
+200
| +3% | +$6.19K | 0.13% | 40 |
|
|
2022
Q1 | $261K | Buy |
7,550
+150
| +2% | +$5.19K | 0.12% | 43 |
|
|
2021
Q4 | $260K | Hold |
7,400
| – | – | 0.11% | 40 |
|
|
2021
Q3 | $242K | Buy |
+7,400
| New | +$242K | 0.11% | 41 |
|