D.A. Davidson & Co’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $282K | Buy |
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|
2018
Q4 | $210K | Sell |
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|
2018
Q3 | $325K | Sell |
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|
2018
Q2 | $386K | Sell |
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|
2018
Q1 | $333K | Buy |
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|
2017
Q4 | $278K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $12K | Hold |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $10K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $44K | Buy |
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|
2013
Q4 | $0 | Buy |
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