UMB Bank’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
$22.7K Hold
2025
Q2
$20.8K Hold
2025
Q1
$18.7K Hold
2024
Q4
$18.2K Hold
2024
Q3
$18.8K Hold
2024
Q2
$15.7K Hold
2024
Q1
$15.5K Hold
2023
Q4
$15.3K Hold
2023
Q3
$14.1K Hold
2023
Q2
$15.7K Hold
2023
Q1
$16.3K Hold
2022
Q4
$16K Hold
2022
Q3
$16K Hold
2022
Q2
$18K Hold
2022
Q1
$20K Buy