Stratos Wealth Partners’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 | $1.81M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $189K | Buy |
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|
2017
Q4 | $152K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $240K | Hold |
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|
2016
Q4 | $228K | Buy |
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