ORG Partners’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 | $275K | Buy |
7,564
+375
| +5% | +$13.6K | 0.06% | 265 |
|
|
2025
Q1 | $236K | Sell |
7,189
-277
| -4% | -$9.1K | 0.06% | 247 |
|
|
2024
Q4 | $237K | Buy |
7,466
+1,300
| +21% | +$41.3K | 0.03% | 295 |
|
|
2024
Q3 | $203K | Buy |
6,166
+1,830
| +42% | +$60.2K | 0.03% | 279 |
|
|
2024
Q2 | $119K | Buy |
4,336
+1,460
| +51% | +$39.9K | 0.01% | 548 |
|
|
2024
Q1 | $78.1K | Buy |
+2,876
| New | +$78.1K | 0.15% | 92 |
|
|
2023
Q4 | – | Sell |
-570
| Closed | -$14K | – | 1356 |
|
|
2023
Q3 | $14K | Sell |
570
-31,895
| -98% | -$786K | ﹤0.01% | 765 |
|
|
2023
Q2 | $891K | Buy |
+32,465
| New | +$891K | 0.14% | 137 |
|