Spire Wealth Management’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
2026 Q1	$178K	Sell	4,539 -6	-0.1%	-$235	0.01%	820
2025 Q4	$166K	Buy	4,545 +59	+1%	+$2.24K	0.01%	848
2025 Q3	$178K	Buy	4,486 +56	+1%	+$2.11K	0.01%	815
2025 Q2	$160K	Sell	4,430 -289	-6%	-$9.65K	0.01%	822
2025 Q1	$154K	Sell	4,719 -700	-13%	-$23K	﹤0.01%	888
2024 Q4	$172K	Buy	5,419 +14	+0.3%	+$460	0.01%	866
2024 Q3	$177K	Buy	5,405 +232	+4%	+$6.83K	0.01%	764
2024 Q2	$141K	Buy	5,173 +89	+2%	+$2.42K	0.01%	808
2024 Q1	$137K	Buy	5,084 +57	+1%	+$1.5K	﹤0.01%	898
2023 Q4	$132K	Sell	5,027 -1,184	-19%	-$30.3K	﹤0.01%	913
2023 Q3	$153K	Sell	6,211 -215	-3%	-$5.77K	0.01%	797
2023 Q2	$176K	Sell	6,426 -125	-2%	-$3.5K	0.01%	764
2023 Q1	$186K	Buy	6,551 +10	+0.2%	+$287	0.01%	743
2022 Q4	$185K	Sell	6,541 -72	-1%	-$2.03K	0.01%	576
2022 Q3	$180K	Sell	6,613 -850	-11%	-$26.9K	0.01%	559
2022 Q2	$231K	Sell	7,463 -351	-4%	-$11.6K	0.01%	714
2022 Q1	$270K	Sell	7,814 -13,280	-63%	-$441K	0.01%	765
2021 Q4	$753K	Buy	21,094 +12,616	+149%	+$425K	0.02%	569
2021 Q3	$278K	Buy	8,478 +891	+12%	+$31.4K	0.01%	784
2021 Q2	$260K	Sell	7,587 -13,714	-64%	-$475K	0.01%	839
2021 Q1	$707K	Buy	+21,301	New	+$692K	0.02%	557