Sonora Investment Management Group’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.3K | Buy |
15,919
+1,500
| +10% | +$8.7K | 0.01% | 295 |
|
|
2025
Q1 | $77K | Hold |
14,419
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $72.5K | Buy |
14,419
+2,404
| +20% | +$12.1K | 0.01% | 290 |
|
|
2024
Q3 | $62.5K | Sell |
12,015
-312
| -3% | -$1.62K | ﹤0.01% | 281 |
|
|
2024
Q2 | $66.7K | Hold |
12,327
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $66.7K | Hold |
12,327
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $65.1K | Hold |
12,327
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $63.7K | Hold |
12,327
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $81.5K | Hold |
12,327
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $85.9K | Hold |
12,327
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $90.2K | Hold |
12,327
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $82K | Hold |
12,327
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $82K | Hold |
12,327
| – | – | 0.01% | 238 |
|
|
2022
Q1 | $86K | Hold |
12,327
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $99K | Buy |
+12,327
| New | +$99K | 0.01% | 210 |
|