Sandy Spring Bank’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
Q1 | $6.54K | Hold |
201
| – | – | ﹤0.01% | 912 |
|
|
2024
Q4 | $6.37K | Hold |
201
| – | – | ﹤0.01% | 939 |
|
|
2024
Q3 | $6.6K | Buy |
201
+1
| +0.5% | +$33 | ﹤0.01% | 926 |
|
|
2024
Q2 | $5.46K | Hold |
200
| – | – | ﹤0.01% | 979 |
|
|
2024
Q1 | $5.39K | Hold |
200
| – | – | ﹤0.01% | 955 |
|
|
2023
Q4 | $5.35K | Hold |
200
| – | – | ﹤0.01% | 908 |
|
|
2023
Q3 | $4.93K | Hold |
200
| – | – | ﹤0.01% | 926 |
|
|
2023
Q2 | $5.48K | Hold |
200
| – | – | ﹤0.01% | 944 |
|
|
2023
Q1 | $5.68K | Buy |
+200
| New | +$5.68K | ﹤0.01% | 914 |
|