LRI Investments’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 | $52.1K | Hold |
1,440
| – | – | ﹤0.01% | 546 |
|
|
2025
Q1 | $46.9K | Hold |
1,440
| – | – | ﹤0.01% | 542 |
|
|
2024
Q4 | $45.6K | Hold |
1,440
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $48.1K | Hold |
1,440
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $39.3K | Hold |
1,440
| – | – | ﹤0.01% | 507 |
|
|
2024
Q1 | $38.8K | Buy |
+1,440
| New | +$38.8K | 0.01% | 295 |
|