Sowell Financial Services’s Reaves Utility Income Fund UTG Stock Holding History

Sowell Financial Services’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Sell	39,143 -15,583	-28%	-$609K	0.06%	355
2025 Q4	$2M	Sell	54,726 -4,143	-7%	-$158K	0.07%	277
2025 Q3	$2.33M	Buy	58,869 +1,260	+2%	+$47.5K	0.09%	249
2025 Q2	$2.08M	Sell	57,609 -342	-0.6%	-$11.4K	0.08%	252
2025 Q1	$1.89M	Buy	57,951 +686	+1%	+$22.6K	0.09%	250
2024 Q4	$1.81M	Buy	57,265 +2,127	+4%	+$69.9K	0.1%	230
2024 Q3	$1.81M	Buy	55,138 +681	+1%	+$20K	0.08%	255
2024 Q2	$1.49M	Sell	54,457 -4,762	-8%	-$130K	0.07%	274
2024 Q1	$1.6M	Buy	59,219 +341	+0.6%	+$9K	0.08%	269
2023 Q4	$1.59M	Buy	58,878 +798	+1%	+$20.4K	0.09%	254
2023 Q3	$1.43M	Sell	58,080 -17,138	-23%	-$460K	0.09%	248
2023 Q2	$2.06M	Buy	75,218 +17,583	+31%	+$492K	0.11%	211
2023 Q1	$1.64M	Sell	57,635 -17,001	-23%	-$488K	0.13%	191
2022 Q4	$2.12M	Buy	74,636 +15,078	+25%	+$424K	0.14%	180
2022 Q3	$1.62M	Buy	59,558 +885	+2%	+$28K	0.16%	162
2022 Q2	$1.82M	Buy	+58,673	New	+$1.94M	0.17%	115
2022 Q1	–	Sell	-40,135	Closed	-$1.41M	–	502
2021 Q4	$1.41M	Sell	40,135 -16,041	-29%	-$540K	0.08%	267
2021 Q3	$1.84M	Sell	56,176 -6,797	-11%	-$239K	0.12%	191
2021 Q2	$2.16M	Sell	62,973 -24,004	-28%	-$832K	0.14%	176
2021 Q1	$3.02M	Buy	86,977 +3,966	+5%	+$129K	0.11%	182
2020 Q4	$2.72M	Buy	83,011 +3,434	+4%	+$112K	0.12%	156
2020 Q3	$2.49M	Sell	79,577 -549	-0.7%	-$17.3K	0.12%	146
2020 Q2	$2.42M	Buy	80,126 +562	+0.7%	+$17.3K	0.13%	149
2020 Q1	$2.29M	Buy	79,564 +4,304	+6%	+$150K	0.17%	137
2019 Q4	$2.79M	Buy	75,260 +5,953	+9%	+$218K	0.21%	102
2019 Q3	$2.54M	Buy	+69,307	New	+$2.53M	0.21%	101
2019 Q1	$1.85M	Buy	54,881 +10,956	+25%	+$346K	0.21%	111
2018 Q4	$1.29M	Buy	43,925 +7,637	+21%	+$233K	0.18%	117
2018 Q3	$1.11M	Buy	36,288 +931	+3%	+$28.4K	0.16%	110
2018 Q2	$1.09M	Buy	35,357 +18,733	+113%	+$529K	0.23%	103
2018 Q1	$469K	Buy	+16,624	New	+$483K	0.12%	158