Concourse Financial Group Securities’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,794
| Closed | -$84.5K | – | 7884 |
|
|
2024
Q4 | $84.5K | Buy |
2,794
+1,103
| +65% | +$33.3K | ﹤0.01% | 1004 |
|
|
2024
Q3 | $42.9K | Buy |
1,691
+3
| +0.2% | +$76 | ﹤0.01% | 1238 |
|
|
2024
Q2 | $39.3K | Sell |
1,688
-121
| -7% | -$2.82K | ﹤0.01% | 1277 |
|
|
2024
Q1 | $45.1K | Buy |
1,809
+53
| +3% | +$1.32K | ﹤0.01% | 1222 |
|
|
2023
Q4 | $43.9K | Sell |
1,756
-278
| -14% | -$6.94K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $47.5K | Buy |
2,034
+428
| +27% | +$10K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $43.9K | Buy |
1,606
+215
| +15% | +$5.88K | ﹤0.01% | 1139 |
|
|
2023
Q1 | $48.9K | Sell |
1,391
-97
| -7% | -$3.41K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $55.6K | Buy |
1,488
+356
| +31% | +$13.3K | ﹤0.01% | 1033 |
|
|
2022
Q3 | $37K | Sell |
1,132
-144
| -11% | -$4.71K | ﹤0.01% | 1077 |
|
|
2022
Q2 | $50K | Buy |
1,276
+406
| +47% | +$15.9K | ﹤0.01% | 1081 |
|
|
2022
Q1 | $32K | Sell |
870
-2,935
| -77% | -$108K | ﹤0.01% | 1316 |
|
|
2021
Q4 | $176K | Sell |
3,805
-14
| -0.4% | -$648 | 0.01% | 777 |
|
|
2021
Q3 | $164K | Buy |
3,819
+188
| +5% | +$8.07K | 0.01% | 786 |
|
|
2021
Q2 | $169K | Buy |
3,631
+2,843
| +361% | +$132K | 0.01% | 768 |
|
|
2021
Q1 | $33K | Sell |
788
-313
| -28% | -$13.1K | ﹤0.01% | 1387 |
|
|
2020
Q4 | $39K | Sell |
1,101
-661
| -38% | -$23.4K | ﹤0.01% | 1228 |
|
|
2020
Q3 | $59K | Sell |
1,762
-117
| -6% | -$3.92K | 0.01% | 996 |
|
|
2020
Q2 | $60K | Sell |
1,879
-1,870
| -50% | -$59.7K | 0.01% | 922 |
|
|
2020
Q1 | $101K | Buy |
3,749
+301
| +9% | +$8.11K | 0.01% | 655 |
|
|
2019
Q4 | $157K | Buy |
3,448
+2,123
| +160% | +$96.7K | 0.02% | 568 |
|
|
2019
Q3 | $67K | Sell |
1,325
-105
| -7% | -$5.31K | 0.02% | 532 |
|
|
2019
Q2 | $77K | Sell |
1,430
-593
| -29% | -$31.9K | 0.01% | 728 |
|
|
2019
Q1 | $112K | Buy |
2,023
+918
| +83% | +$50.8K | 0.01% | 651 |
|
|
2018
Q4 | $59K | Buy |
1,105
+73
| +7% | +$3.9K | 0.01% | 776 |
|
|
2018
Q3 | $58K | Buy |
+1,032
| New | +$58K | 0.02% | 560 |
|