Nations Financial Group’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Hold |
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|
2025
Q2 | $564K | Hold |
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|
2025
Q1 | $507K | Hold |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $514K | Buy |
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|
2024
Q2 | $410K | Hold |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $3.2M | Sell |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $3.18M | Buy |
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