Ancora Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
522,382
+16,892
| +3% | +$615K | 0.39% | 52 |
|
|
2025
Q1 | $16.7M | Buy |
505,490
+30,060
| +6% | +$994K | 0.37% | 53 |
|
|
2024
Q4 | $13.4M | Buy |
475,430
+424,160
| +827% | +$12M | 0.3% | 71 |
|
|
2024
Q3 | $1.28M | Buy |
+51,270
| New | +$1.28M | 0.03% | 340 |
|
|
2024
Q2 | – | Sell |
-66,340
| Closed | -$1.63M | – | 1875 |
|
|
2024
Q1 | $1.63M | Sell |
66,340
-31,450
| -32% | -$772K | 0.04% | 304 |
|
|
2023
Q4 | $2.41M | Buy |
97,790
+58,930
| +152% | +$1.45M | 0.06% | 241 |
|
|
2023
Q3 | $894K | Buy |
+38,860
| New | +$894K | 0.02% | 362 |
|
|
2023
Q1 | – | Sell |
-8,844
| Closed | -$328K | – | 2022 |
|
|
2022
Q4 | $328K | Sell |
8,844
-825
| -9% | -$30.6K | 0.01% | 551 |
|
|
2022
Q3 | $313K | Sell |
9,669
-40,060
| -81% | -$1.3M | 0.01% | 595 |
|
|
2022
Q2 | $1.92M | Sell |
49,729
-129,830
| -72% | -$5.01M | 0.05% | 255 |
|
|
2022
Q1 | $6.5M | Sell |
179,559
-114,388
| -39% | -$4.14M | 0.16% | 129 |
|
|
2021
Q4 | $13.5M | Sell |
293,947
-53,110
| -15% | -$2.44M | 0.32% | 70 |
|
|
2021
Q3 | $14.8M | Buy |
347,057
+4,897
| +1% | +$209K | 0.38% | 65 |
|
|
2021
Q2 | $15.8M | Sell |
342,160
-2,295
| -0.7% | -$106K | 0.41% | 64 |
|
|
2021
Q1 | $14.1M | Buy |
344,455
+100,980
| +41% | +$4.14M | 0.39% | 65 |
|
|
2020
Q4 | $8.51M | Buy |
243,475
+72,409
| +42% | +$2.53M | 0.27% | 94 |
|
|
2020
Q3 | $5.64M | Buy |
171,066
+72,785
| +74% | +$2.4M | 0.22% | 106 |
|
|
2020
Q2 | $3.13M | Buy |
98,281
+8,813
| +10% | +$280K | 0.13% | 171 |
|
|
2020
Q1 | $2.39M | Sell |
89,468
-432
| -0.5% | -$11.5K | 0.11% | 195 |
|
|
2019
Q4 | $4.06M | Buy |
89,900
+52,652
| +141% | +$2.38M | 0.15% | 166 |
|
|
2019
Q3 | $1.87M | Buy |
+37,248
| New | +$1.87M | 0.08% | 232 |
|