LPL Financial’s Unitil UTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$417K Buy
2025
Q2
$444K Buy
2025
Q1
$444K Buy
2024
Q4
$409K Buy
2024
Q3
$457K Buy
2024
Q2
$295K Sell
2024
Q1
$329K Buy
2022
Q1
Sell
2021
Q4
$222K Buy
2020
Q1
Sell
2019
Q4
$252K Buy
2019
Q3
$257K Buy