Oliver Lagore Vanvalin Investment Group’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 | $123K | Buy |
+3,795
| New | +$123K | 0.05% | 174 |
|
|
2024
Q4 | $120K | Hold |
3,795
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $125K | Hold |
3,795
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $104K | Hold |
3,795
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $102K | Hold |
3,795
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $101K | Hold |
3,795
| – | – | 0.04% | 149 |
|
|
2023
Q3 | $93.5K | Buy |
3,795
+500
| +15% | +$12.3K | 0.04% | 170 |
|
|
2023
Q2 | $90.3K | Hold |
3,295
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $93.5K | Hold |
3,295
| – | – | 0.04% | 129 |
|
|
2022
Q4 | $93.2K | Buy |
3,295
+1,200
| +57% | +$33.9K | 0.05% | 123 |
|
|
2022
Q3 | $57K | Buy |
+2,095
| New | +$57K | 0.04% | 156 |
|