BOK Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Hold |
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|
2025
Q1 | $15.7K | Hold |
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|
2024
Q4 | $13.5K | Hold |
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|
2024
Q3 | $11.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.75K | Sell |
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|
2022
Q4 | $883K | Sell |
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|
2022
Q3 | $775K | Sell |
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|
2022
Q2 | $928K | Sell |
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|
2022
Q1 | $873K | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $2.3M | Sell |
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|
2019
Q2 | $2.49M | Sell |
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|
2019
Q1 | $2.68M | Sell |
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|
2018
Q4 | $2.67M | Buy |
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|
2018
Q3 | $2.77M | Buy |
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|
2018
Q2 | $1.85M | Buy |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | $1.61M | Sell |
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|
2017
Q3 | $1.61M | Sell |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $1.73M | Buy |
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|
2016
Q4 | $1.49M | Sell |
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|
2016
Q3 | $1.5M | Buy |
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|
2016
Q2 | $1.34M | Buy |
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|
2016
Q1 | $742K | Buy |
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|
2015
Q4 | $616K | Sell |
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|
2015
Q3 | $666K | Buy |
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|
2015
Q2 | $654K | Sell |
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|
2015
Q1 | $1.6M | Buy |
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|
2014
Q4 | $1.57M | Sell |
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|
2014
Q3 | $1.52M | Sell |
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|
2014
Q2 | $1.57M | Buy |
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|
2014
Q1 | $1.26M | Buy |
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|
2013
Q4 | $1.12M | Sell |
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|
2013
Q3 | $1.1M | Sell |
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|
2013
Q2 | $1.16M | Buy |
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