CFS Investment Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
8,770
-35
| -0.4% | -$1.27K | 0.03% | 269 |
|
|
2025
Q1 | $291K | Sell |
8,805
-116
| -1% | -$3.83K | 0.03% | 266 |
|
|
2024
Q4 | $252K | Sell |
8,921
-129
| -1% | -$3.64K | 0.02% | 269 |
|
|
2024
Q3 | $226K | Sell |
9,050
-669
| -7% | -$16.7K | 0.02% | 282 |
|
|
2024
Q2 | $223K | Buy |
+9,719
| New | +$223K | 0.02% | 244 |
|
|
2022
Q2 | – | Sell |
-69,361
| Closed | -$2K | – | 507 |
|
|
2022
Q1 | $2K | Buy |
+69,361
| New | +$2K | 0.01% | 301 |
|