Csenge Advisory Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $714K | Sell |
19,812
-5,492
| -22% | -$198K | 0.04% | 338 |
|
2025
Q1 | $839K | Sell |
25,304
-18,723
| -43% | -$621K | 0.05% | 284 |
|
2024
Q4 | $1.24M | Buy |
44,027
+20,865
| +90% | +$589K | 0.07% | 224 |
|
2024
Q3 | $570K | Buy |
23,162
+2,426
| +12% | +$59.7K | 0.03% | 389 |
|
2024
Q2 | $475K | Buy |
20,736
+2,793
| +16% | +$64K | 0.03% | 412 |
|
2024
Q1 | $440K | Buy |
17,943
+1,487
| +9% | +$36.5K | 0.02% | 463 |
|
2023
Q4 | $405K | Buy |
16,456
+1,450
| +10% | +$35.7K | 0.03% | 460 |
|
2023
Q3 | $345K | Buy |
+15,006
| New | +$345K | 0.02% | 455 |
|
2018
Q4 | – | Sell |
-403
| Closed | -$22K | – | 1409 |
|
2018
Q3 | $22K | Buy |
+403
| New | +$22K | 0.01% | 382 |
|