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Advisor Resource Council’s UGI UGI Stock Holding History

Advisor Resource Council’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35,192
Closed -$1.05M – 540
2025
Q1 		$1.05M Buy
+35,192
New +$1.05M 0.09% 238