Steward Partners Investment Advisory’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
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $993K | Buy |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $786K | Buy |
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|
2024
Q1 | $738K | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.59M | Sell |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $769K | Sell |
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|
2018
Q4 | $687K | Sell |
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|
2018
Q3 | $785K | Buy |
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|
2018
Q2 | $737K | Sell |
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|
2018
Q1 | $731K | Buy |
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|
2017
Q4 | $798K | Buy |
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|
2017
Q3 | $588K | Buy |
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|
2017
Q2 | $95K | Buy |
|