Sigma Planning Corp’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $900K | Sell |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $740K | Buy |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $672K | Buy |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $659K | Buy |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $615K | Buy |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $361K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $375K | Sell |
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|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $565K | Sell |
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|
2019
Q2 | $579K | Buy |
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|
2019
Q1 | $260K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $210K | Sell |
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|
2017
Q1 | $236K | Sell |
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|
2016
Q4 | $233K | Buy |
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|
2016
Q3 | $219K | Buy |
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