SignatureFD’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 | $158K | Hold |
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|
2025
Q2 | $145K | Sell |
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|
2025
Q1 | $131K | Buy |
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|
2024
Q4 | $127K | Buy |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $103K | Sell |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $43.4K | Buy |
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|
2023
Q3 | $39.5K | Sell |
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|
2023
Q2 | $98.8K | Hold |
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|
2023
Q1 | $102K | Buy |
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|
2022
Q4 | $45.3K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $56K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $33K | Buy |
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