CAPTRUST Financial Advisors’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 | $93.8M | Buy |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $3.1M | Sell |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $3.33M | Sell |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $615K | Sell |
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|
2021
Q2 | $690K | Sell |
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|
2021
Q1 | $625K | Buy |
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|
2020
Q4 | $504K | Sell |
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|
2020
Q3 | $492K | Buy |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $585K | Buy |
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|
2019
Q3 | $494K | Buy |
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|
2019
Q2 | $440K | Sell |
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|
2019
Q1 | $537K | Sell |
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|
2018
Q4 | $580K | Sell |
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|
2018
Q3 | $607K | Sell |
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|
2018
Q2 | $593K | Buy |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $12K | Buy |
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