Stifel Financial’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
Q2 | $9.23M | Buy |
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|
2025
Q1 | $7.28M | Buy |
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|
2024
Q4 | $6.44M | Buy |
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|
2024
Q3 | $5.97M | Buy |
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|
2024
Q2 | $4.61M | Buy |
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|
2024
Q1 | $4.4M | Sell |
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|
2023
Q4 | $4.41M | Buy |
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|
2023
Q3 | $3.97M | Buy |
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|
2023
Q2 | $4.13M | Sell |
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|
2023
Q1 | $4.27M | Buy |
|
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|
2022
Q4 | $3.78M | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $4M | Buy |
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|
2022
Q1 | $4.38M | Buy |
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|
2021
Q4 | $4.43M | Buy |
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|
2021
Q3 | $4.06M | Buy |
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|
2021
Q2 | $3.94M | Sell |
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|
2021
Q1 | $3.93M | Sell |
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|
2020
Q4 | $3.95M | Buy |
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|
2020
Q3 | $3.74M | Buy |
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|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $3.43M | Buy |
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|
2019
Q4 | $3.16M | Buy |
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|
2019
Q3 | $3.05M | Buy |
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|
2019
Q2 | $2.83M | Buy |
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|
2019
Q1 | $2.62M | Buy |
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|
2018
Q4 | $2M | Sell |
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|
2018
Q3 | $4.7M | Sell |
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|
2018
Q2 | $4.6M | Buy |
|
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|
2018
Q1 | $4.15M | Sell |
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|
2017
Q4 | $4.73M | Buy |
|
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|
2017
Q3 | $1.17M | Buy |
|
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $906K | Sell |
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|
2016
Q4 | $881K | Buy |
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|
2016
Q3 | $715K | Sell |
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|
2016
Q2 | $2.74M | Buy |
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|
2016
Q1 | $978K | Buy |
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|
2015
Q4 | $558K | Sell |
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|
2015
Q3 | $629K | Buy |
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|
2015
Q2 | $586K | Buy |
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|
2015
Q1 | $486K | Buy |
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|
2014
Q4 | $525K | Sell |
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|
2014
Q3 | $510K | Hold |
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|
2014
Q2 | $527K | Sell |
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|
2014
Q1 | $630K | Buy |
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