LPL Financial’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
8,522
+832
| +11% | +$43.4K | ﹤0.01% | 4395 |
|
|
2025
Q1 | $444K | Buy |
7,690
+149
| +2% | +$8.6K | ﹤0.01% | 4209 |
|
|
2024
Q4 | $409K | Buy |
7,541
+3
| +0% | +$163 | ﹤0.01% | 4191 |
|
|
2024
Q3 | $457K | Buy |
7,538
+1,833
| +32% | +$111K | ﹤0.01% | 4010 |
|
|
2024
Q2 | $295K | Sell |
5,705
-571
| -9% | -$29.6K | ﹤0.01% | 4198 |
|
|
2024
Q1 | $329K | Buy |
+6,276
| New | +$329K | ﹤0.01% | 4066 |
|
|
2022
Q1 | – | Sell |
-4,831
| Closed | -$222K | – | 4373 |
|
|
2021
Q4 | $222K | Buy |
+4,831
| New | +$222K | ﹤0.01% | 3909 |
|
|
2020
Q1 | – | Sell |
-4,077
| Closed | -$252K | – | 3405 |
|
|
2019
Q4 | $252K | Buy |
4,077
+19
| +0.5% | +$1.17K | ﹤0.01% | 2899 |
|
|
2019
Q3 | $257K | Buy |
+4,058
| New | +$257K | ﹤0.01% | 2798 |
|