Allworth Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
6,078
+3,427
| +129% | +$125K | ﹤0.01% | 1130 |
|
|
2025
Q1 | $86.7K | Buy |
2,651
+148
| +6% | +$4.84K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $75.7K | Buy |
2,503
+28
| +1% | +$846 | ﹤0.01% | 1382 |
|
|
2024
Q3 | $61.9K | Sell |
2,475
-30
| -1% | -$751 | ﹤0.01% | 1302 |
|
|
2024
Q2 | $61K | Buy |
2,505
+314
| +14% | +$7.65K | ﹤0.01% | 1288 |
|
|
2024
Q1 | $53.8K | Buy |
2,191
+78
| +4% | +$1.92K | ﹤0.01% | 1280 |
|
|
2023
Q4 | $52K | Buy |
2,113
+183
| +9% | +$4.5K | ﹤0.01% | 1181 |
|
|
2023
Q3 | $44.4K | Buy |
1,930
+476
| +33% | +$10.9K | ﹤0.01% | 1163 |
|
|
2023
Q2 | $39.2K | Sell |
1,454
-16
| -1% | -$432 | ﹤0.01% | 1208 |
|
|
2023
Q1 | $51.1K | Buy |
1,470
+17
| +1% | +$591 | ﹤0.01% | 1067 |
|
|
2022
Q4 | $53.9K | Buy |
1,453
+13
| +0.9% | +$482 | ﹤0.01% | 984 |
|
|
2022
Q3 | $47K | Buy |
1,440
+525
| +57% | +$17.1K | ﹤0.01% | 984 |
|
|
2022
Q2 | $35K | Buy |
915
+784
| +598% | +$30K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $5K | Sell |
131
-63
| -32% | -$2.41K | ﹤0.01% | 1646 |
|
|
2021
Q4 | $9K | Buy |
194
+190
| +4,750% | +$8.81K | ﹤0.01% | 1430 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1981 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$4K | – | 1377 |
|
|
2020
Q1 | $4K | Buy |
+147
| New | +$4K | ﹤0.01% | 943 |
|