Allworth Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | $86.7K | Buy |
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|
2024
Q4 | $75.7K | Buy |
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|
2024
Q3 | $61.9K | Sell |
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|
2024
Q2 | $61K | Buy |
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|
2024
Q1 | $53.8K | Buy |
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|
2023
Q4 | $52K | Buy |
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|
2023
Q3 | $44.4K | Buy |
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|
2023
Q2 | $39.2K | Sell |
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|
2023
Q1 | $51.1K | Buy |
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|
2022
Q4 | $53.9K | Buy |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $0 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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