Stifel Financial’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
+9,690
| New | +$505K | ﹤0.01% | 2768 |
|
|
2020
Q1 | – | Sell |
-18,340
| Closed | -$1.13M | – | 3089 |
|
|
2019
Q4 | $1.13M | Sell |
18,340
-14,740
| -45% | -$911K | ﹤0.01% | 1729 |
|
|
2019
Q3 | $2.1M | Buy |
33,080
+4,165
| +14% | +$264K | 0.01% | 1278 |
|
|
2019
Q2 | $1.73M | Buy |
+28,915
| New | +$1.73M | ﹤0.01% | 1449 |
|
|
2014
Q3 | – | Sell |
-9,780
| Closed | -$331K | – | 2270 |
|
|
2014
Q2 | $331K | Sell |
9,780
-343
| -3% | -$11.6K | ﹤0.01% | 1719 |
|
|
2014
Q1 | $332K | Buy |
+10,123
| New | +$332K | ﹤0.01% | 1657 |
|