Cetera Investment Advisers’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
29,478
+3,399
| +13% | +$124K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $862K | Buy |
26,079
+872
| +3% | +$28.8K | ﹤0.01% | 2382 |
|
|
2024
Q4 | $712K | Buy |
25,207
+523
| +2% | +$14.8K | ﹤0.01% | 2405 |
|
|
2024
Q3 | $618K | Sell |
24,684
-16,474
| -40% | -$412K | ﹤0.01% | 2482 |
|
|
2024
Q2 | $943K | Buy |
41,158
+6,850
| +20% | +$157K | ﹤0.01% | 2113 |
|
|
2024
Q1 | $842K | Buy |
+34,308
| New | +$842K | ﹤0.01% | 2210 |
|
|
2023
Q1 | – | Sell |
-8,555
| Closed | -$317K | – | 2225 |
|
|
2022
Q4 | $317K | Buy |
8,555
+743
| +10% | +$27.5K | ﹤0.01% | 1632 |
|
|
2022
Q3 | $253K | Buy |
7,812
+337
| +5% | +$10.9K | 0.01% | 1380 |
|
|
2022
Q2 | $289K | Buy |
+7,475
| New | +$289K | ﹤0.01% | 1438 |
|