BFG
Beacon Financial Group’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
12,898
-426
| -3% | -$15.5K | 0.05% | 231 |
|
|
2025
Q1 | $441K | Buy |
13,324
+4,888
| +58% | +$162K | 0.05% | 233 |
|
|
2024
Q4 | $238K | Sell |
8,436
-2,399
| -22% | -$67.7K | 0.03% | 307 |
|
|
2024
Q3 | $271K | Sell |
10,835
-982
| -8% | -$24.6K | 0.03% | 289 |
|
|
2024
Q2 | $271K | Sell |
11,817
-212
| -2% | -$4.86K | 0.03% | 280 |
|
|
2024
Q1 | $295K | Sell |
12,029
-959
| -7% | -$23.5K | 0.03% | 277 |
|
|
2023
Q4 | $319K | Sell |
12,988
-130
| -1% | -$3.2K | 0.04% | 255 |
|
|
2023
Q3 | $330K | Sell |
13,118
-226
| -2% | -$5.69K | 0.05% | 203 |
|
|
2023
Q2 | $358K | Buy |
+13,344
| New | +$358K | 0.05% | 191 |
|
|
2022
Q1 | – | Sell |
-13,168
| Closed | -$601K | – | 234 |
|
|
2021
Q4 | $601K | Buy |
13,168
+242
| +2% | +$11K | 0.08% | 181 |
|
|
2021
Q3 | $556K | Buy |
+12,926
| New | +$556K | 0.07% | 180 |
|
|
2015
Q1 | – | Sell |
-6,137
| Closed | -$238K | – | 185 |
|
|
2014
Q4 | $238K | Sell |
6,137
-57
| -0.9% | -$2.21K | 0.05% | 169 |
|
|
2014
Q3 | $211K | Buy |
+6,194
| New | +$211K | 0.05% | 184 |
|