Bleakley Financial Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,950
| Closed | -$253K | – | 966 |
|
|
2024
Q4 | $253K | Buy |
+8,950
| New | +$253K | 0.01% | 861 |
|
|
2024
Q3 | – | Sell |
-9,414
| Closed | -$216K | – | 1086 |
|
|
2024
Q2 | $216K | Sell |
9,414
-98,087
| -91% | -$2.25M | 0.01% | 865 |
|
|
2024
Q1 | $2.64M | Buy |
107,501
+5,077
| +5% | +$125K | 0.08% | 244 |
|
|
2023
Q4 | $2.52M | Buy |
102,424
+17,882
| +21% | +$440K | 0.08% | 236 |
|
|
2023
Q3 | $1.94M | Buy |
84,542
+8,083
| +11% | +$186K | 0.07% | 265 |
|
|
2023
Q2 | $2.06M | Buy |
76,459
+10,356
| +16% | +$279K | 0.06% | 265 |
|
|
2023
Q1 | $2.3M | Buy |
66,103
+5,161
| +8% | +$179K | 0.08% | 223 |
|
|
2022
Q4 | $2.26M | Buy |
+60,942
| New | +$2.26M | 0.08% | 227 |
|