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Montag & Associates’s Reaves Utility Income Fund UTG Stock Holding History

Montag & Associates’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,416
Closed -$111K – 1024
2025
Q1 		$111K Buy
3,416
+689
+25% +$22.4K 0.01% 490
2024
Q4 		$86.9K Buy
2,727
+47
+2% +$1.5K ﹤0.01% 518
2024
Q3 		$87.9K Buy
+2,680
New +$87.9K ﹤0.01% 521