Cadence Bank’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,177	Closed	-$215K	–	354
2023 Q1	$215K	Sell	6,177 -2,741	-31%	-$95.3K	0.02%	321
2022 Q4	$331K	Hold	8,918	–	–	0.03%	263
2022 Q3	$289K	Buy	+8,918	New	+$289K	0.03%	266