Oppenheimer & Co’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $226K | Hold |
|
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|
2024
Q4 | $213K | Hold |
|
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|
2024
Q3 | $238K | Hold |
|
|||||
|
2024
Q2 | $203K | Hold |
|
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|
2024
Q1 | $205K | Hold |
|
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|
2023
Q4 | $206K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $406K | Hold |
|
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|
2022
Q1 | $345K | Hold |
|
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|
2021
Q4 | $318K | Hold |
|
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|
2021
Q3 | $296K | Hold |
|
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|
2021
Q2 | $367K | Hold |
|
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|
2021
Q1 | $317K | Sell |
|
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|
2020
Q4 | $326K | Hold |
|
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|
2020
Q3 | $284K | Hold |
|
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|
2020
Q2 | $329K | Hold |
|
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|
2020
Q1 | $385K | Hold |
|
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|
2019
Q4 | $455K | Sell |
|
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|
2019
Q3 | $557K | Hold |
|
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|
2019
Q2 | $526K | Sell |
|
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|
2019
Q1 | $837K | Hold |
|
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|
2018
Q4 | $783K | Sell |
|
|||||
|
2018
Q3 | $838K | Hold |
|
|||||
|
2018
Q2 | $840K | Hold |
|
|||||
|
2018
Q1 | $763K | Buy |
|
|||||
|
2017
Q4 | $619K | Hold |
|
|||||
|
2017
Q3 | $670K | Sell |
|
|||||
|
2017
Q2 | $658K | Sell |
|
|||||
|
2017
Q1 | $703K | Sell |
|
|||||
|
2016
Q4 | $743K | Sell |
|
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|
2016
Q3 | $645K | Buy |
|
|||||
|
2016
Q2 | $661K | Sell |
|
|||||
|
2016
Q1 | $702K | Buy |
|
|||||
|
2015
Q4 | $568K | Buy |
|
|||||
|
2015
Q3 | $548K | Sell |
|
|||||
|
2015
Q2 | $557K | Sell |
|
|||||
|
2015
Q1 | $673K | Hold |
|
|||||
|
2014
Q4 | $709K | Hold |
|
|||||
|
2014
Q3 | $601K | Hold |
|
|||||
|
2014
Q2 | $655K | Hold |
|
|||||
|
2014
Q1 | $635K | Hold |
|
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|
2013
Q4 | $590K | Sell |
|
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|
2013
Q3 | $795K | Sell |
|
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|
2013
Q2 | $814K | Buy |
|