Bleakley Financial Group’s UGI UGI Stock Holding History

Bleakley Financial Group’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$253K	Buy
2024 Q3	–	Sell
2024 Q2	$216K	Sell
2024 Q1	$2.64M	Buy
2023 Q4	$2.52M	Buy
2023 Q3	$1.94M	Buy
2023 Q2	$2.06M	Buy
2023 Q1	$2.3M	Buy
2022 Q4	$2.26M	Buy