Steward Partners Investment Advisory’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 | $553K | Sell |
95,350
-8,650
| -8% | -$50.2K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $555K | Buy |
104,000
+16,500
| +19% | +$88.1K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $440K | Buy |
+87,500
| New | +$440K | ﹤0.01% | 1224 |
|
|
2018
Q4 | – | Sell |
-3,878
| Closed | -$22K | – | 1331 |
|
|
2018
Q3 | $22K | Hold |
3,878
| – | – | ﹤0.01% | 1514 |
|
|
2018
Q2 | $22K | Hold |
3,878
| – | – | ﹤0.01% | 1430 |
|
|
2018
Q1 | $23K | Hold |
3,878
| – | – | ﹤0.01% | 1281 |
|
|
2017
Q4 | $26K | Hold |
3,878
| – | – | ﹤0.01% | 1029 |
|
|
2017
Q3 | $26K | Hold |
3,878
| – | – | ﹤0.01% | 868 |
|
|
2017
Q2 | $26K | Hold |
3,878
| – | – | ﹤0.01% | 789 |
|
|
2017
Q1 | $25K | Hold |
3,878
| – | – | ﹤0.01% | 696 |
|
|
2016
Q4 | $23K | Buy |
+3,878
| New | +$23K | 0.01% | 429 |
|