XML Financial’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
49,655
+1,735
| +4% | +$62.8K | 0.16% | 127 |
|
|
2025
Q1 | $1.56M | Buy |
47,920
+5,419
| +13% | +$176K | 0.15% | 129 |
|
|
2024
Q4 | $1.35M | Buy |
42,501
+4,641
| +12% | +$147K | 0.12% | 145 |
|
|
2024
Q3 | $1.24M | Buy |
37,860
+20,406
| +117% | +$670K | 0.12% | 152 |
|
|
2024
Q2 | $477K | Buy |
+17,454
| New | +$477K | 0.05% | 223 |
|