Amalgamated Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
98,812
+277
| +0.3% | +$10.1K | 0.03% | 534 |
|
|
2025
Q1 | $3.26M | Sell |
98,535
-3,382
| -3% | -$112K | 0.03% | 560 |
|
|
2024
Q4 | $2.88M | Hold |
101,917
| – | – | 0.02% | 647 |
|
|
2024
Q3 | $2.55M | Sell |
101,917
-29,579
| -22% | -$740K | 0.02% | 712 |
|
|
2024
Q2 | $3.01M | Sell |
131,496
-11,375
| -8% | -$260K | 0.03% | 679 |
|
|
2024
Q1 | $3.51M | Buy |
142,871
+10,949
| +8% | +$269K | 0.03% | 638 |
|
|
2023
Q4 | $3.25M | Sell |
131,922
-1,429
| -1% | -$35.2K | 0.03% | 706 |
|
|
2023
Q3 | $3.07M | Sell |
133,351
-3,248
| -2% | -$74.7K | 0.03% | 685 |
|
|
2023
Q2 | $3.68M | Sell |
136,599
-7,530
| -5% | -$203K | 0.03% | 600 |
|
|
2023
Q1 | $5.01M | Sell |
144,129
-39,180
| -21% | -$1.36M | 0.04% | 420 |
|
|
2022
Q4 | $6.8M | Buy |
183,309
+33,286
| +22% | +$1.23M | 0.06% | 313 |
|
|
2022
Q3 | $4.85M | Sell |
150,023
-4,917
| -3% | -$159K | 0.05% | 402 |
|
|
2022
Q2 | $5.98M | Buy |
154,940
+9,569
| +7% | +$369K | 0.06% | 324 |
|
|
2022
Q1 | $5.27M | Sell |
145,371
-4,346
| -3% | -$157K | 0.04% | 453 |
|
|
2021
Q4 | $6.87M | Sell |
149,717
-5,724
| -4% | -$263K | 0.05% | 357 |
|
|
2021
Q3 | $6.63M | Sell |
155,441
-15,183
| -9% | -$647K | 0.06% | 349 |
|
|
2021
Q2 | $7.9M | Buy |
170,624
+144,669
| +557% | +$6.7M | 0.06% | 300 |
|
|
2021
Q1 | $1.06M | Sell |
25,955
-1,725
| -6% | -$70.7K | 0.04% | 517 |
|
|
2020
Q4 | $968K | Buy |
27,680
+77
| +0.3% | +$2.69K | 0.04% | 561 |
|
|
2020
Q3 | $910K | Sell |
27,603
-136
| -0.5% | -$4.48K | 0.04% | 492 |
|
|
2020
Q2 | $882K | Sell |
27,739
-19,422
| -41% | -$618K | 0.04% | 479 |
|
|
2020
Q1 | $1.26M | Sell |
47,161
-962
| -2% | -$25.7K | 0.03% | 521 |
|
|
2019
Q4 | $2.17M | Buy |
48,123
+7,774
| +19% | +$351K | 0.04% | 462 |
|
|
2019
Q3 | $2.03M | Buy |
40,349
+3,859
| +11% | +$194K | 0.04% | 430 |
|
|
2019
Q2 | $1.95M | Buy |
36,490
+1,751
| +5% | +$93.5K | 0.05% | 412 |
|
|
2019
Q1 | $1.93M | Buy |
34,739
+705
| +2% | +$39.1K | 0.05% | 406 |
|
|
2018
Q4 | $1.82M | Sell |
34,034
-279
| -0.8% | -$14.9K | 0.05% | 358 |
|
|
2018
Q3 | $1.9M | Sell |
34,313
-278
| -0.8% | -$15.4K | 0.05% | 391 |
|
|
2018
Q2 | $1.8M | Sell |
34,591
-38
| -0.1% | -$1.98K | 0.04% | 440 |
|
|
2018
Q1 | $1.54M | Sell |
34,629
-306
| -0.9% | -$13.6K | 0.04% | 491 |
|
|
2017
Q4 | $1.64M | Buy |
34,935
+1,954
| +6% | +$91.7K | 0.04% | 461 |
|
|
2017
Q3 | $1.55M | Sell |
32,981
-982
| -3% | -$46K | 0.05% | 410 |
|
|
2017
Q2 | $1.64M | Buy |
33,963
+6,673
| +24% | +$323K | 0.05% | 365 |
|
|
2017
Q1 | $1.35M | Buy |
27,290
+800
| +3% | +$39.5K | 0.07% | 304 |
|
|
2016
Q4 | $1.22M | Buy |
26,490
+3,091
| +13% | +$142K | 0.06% | 382 |
|
|
2016
Q3 | $1.06M | Buy |
23,399
+15
| +0.1% | +$679 | 0.06% | 337 |
|
|
2016
Q2 | $1.07M | Buy |
23,384
+2,527
| +12% | +$116K | 0.06% | 333 |
|
|
2016
Q1 | $840K | Buy |
20,857
+1,789
| +9% | +$72.1K | 0.08% | 276 |
|
|
2015
Q4 | $644K | Sell |
19,068
-1,255
| -6% | -$42.4K | 0.08% | 321 |
|
|
2015
Q3 | $708K | Buy |
20,323
+195
| +1% | +$6.79K | 0.07% | 315 |
|
|
2015
Q2 | $693K | Buy |
+20,128
| New | +$693K | 0.07% | 355 |
|