Steward Partners Investment Advisory’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Buy |
459
+209
| +84% | +$10.9K | ﹤0.01% | 2835 |
|
|
2025
Q1 | $14.4K | Hold |
250
| – | – | ﹤0.01% | 2939 |
|
|
2024
Q4 | $13.5K | Hold |
250
| – | – | ﹤0.01% | 2964 |
|
|
2024
Q3 | $15.1K | Hold |
250
| – | – | ﹤0.01% | 2774 |
|
|
2024
Q2 | $12.9K | Hold |
250
| – | – | ﹤0.01% | 2712 |
|
|
2024
Q1 | $13.1K | Hold |
250
| – | – | ﹤0.01% | 2708 |
|
|
2023
Q4 | $13.1K | Hold |
250
| – | – | ﹤0.01% | 2589 |
|
|
2023
Q3 | $10.7K | Sell |
250
-6
| -2% | -$256 | ﹤0.01% | 2576 |
|
|
2023
Q2 | $13K | Hold |
256
| – | – | ﹤0.01% | 2484 |
|
|
2023
Q1 | $14.6K | Hold |
256
| – | – | ﹤0.01% | 2387 |
|
|
2022
Q4 | $13.1K | Hold |
256
| – | – | ﹤0.01% | 2442 |
|
|
2022
Q3 | $12K | Hold |
256
| – | – | ﹤0.01% | 2459 |
|
|
2022
Q2 | $15K | Hold |
256
| – | – | ﹤0.01% | 2358 |
|
|
2022
Q1 | $13K | Hold |
256
| – | – | ﹤0.01% | 2566 |
|
|
2021
Q4 | $12K | Hold |
256
| – | – | ﹤0.01% | 2541 |
|
|
2021
Q3 | $11K | Hold |
256
| – | – | ﹤0.01% | 2579 |
|
|
2021
Q2 | $14K | Hold |
256
| – | – | ﹤0.01% | 5621 |
|
|
2021
Q1 | $11.7K | Hold |
256
| – | – | ﹤0.01% | 2718 |
|
|
2020
Q4 | $11K | Hold |
256
| – | – | ﹤0.01% | 2291 |
|
|
2020
Q3 | $10K | Hold |
256
| – | – | ﹤0.01% | 2154 |
|
|
2020
Q2 | $11K | Hold |
256
| – | – | ﹤0.01% | 2018 |
|
|
2020
Q1 | $13K | Hold |
256
| – | – | ﹤0.01% | 1770 |
|
|
2019
Q4 | $15K | Hold |
256
| – | – | ﹤0.01% | 1872 |
|
|
2019
Q3 | $16K | Hold |
256
| – | – | ﹤0.01% | 1814 |
|
|
2019
Q2 | $15K | Buy |
+256
| New | +$15K | ﹤0.01% | 1820 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$13K | – | 2098 |
|
|
2018
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 1778 |
|
|
2018
Q2 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 1657 |
|