Novak & Powell Financial Services’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 | $287K | Buy |
7,941
+104
| +1% | +$3.76K | 0.2% | 107 |
|
|
2025
Q1 | $255K | Buy |
7,837
+108
| +1% | +$3.51K | 0.16% | 125 |
|
|
2024
Q4 | $245K | Sell |
7,729
-193
| -2% | -$6.12K | 0.15% | 125 |
|
|
2024
Q3 | $260K | Buy |
7,922
+119
| +2% | +$3.9K | 0.15% | 123 |
|
|
2024
Q2 | $213K | Buy |
7,803
+128
| +2% | +$3.5K | 0.13% | 139 |
|
|
2024
Q1 | $207K | Buy |
7,675
+129
| +2% | +$3.48K | 0.15% | 135 |
|
|
2023
Q4 | $202K | Buy |
+7,546
| New | +$202K | 0.13% | 141 |
|