Covalis Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Buy |
+167,260
| New | +$6.09M | 0.74% | 36 |
|
|
2023
Q4 | – | Sell |
-707,774
| Closed | -$16.3M | – | 75 |
|
|
2023
Q3 | $16.3M | Buy |
+707,774
| New | +$16.3M | 2.88% | 9 |
|
|
2020
Q4 | – | Sell |
-35,376
| Closed | -$1.17M | – | 28 |
|
|
2020
Q3 | $1.17M | Hold |
35,376
| – | – | 0.5% | 16 |
|
|
2020
Q2 | $1.13M | Buy |
+35,376
| New | +$1.13M | 0.43% | 11 |
|