Sound View Wealth Advisors Group’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
Q2 | $533K | Sell |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $502K | Sell |
|
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $447K | Sell |
|
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $658K | Buy |
|
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $794K | Buy |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $864K | Sell |
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|
2021
Q2 | $957K | Sell |
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|
2021
Q1 | $961K | Sell |
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|
2020
Q4 | $957K | Buy |
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|
2020
Q3 | $882K | Sell |
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|
2020
Q2 | $892K | Sell |
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|
2020
Q1 | $862K | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.11M | Buy |
|