Easterly Investment Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
53,728
-26,010
| -33% | -$947K | 0.14% | 118 |
|
|
2025
Q1 | $2.64M | Buy |
79,738
+9,400
| +13% | +$311K | 0.22% | 100 |
|
|
2024
Q4 | $1.99M | Buy |
70,338
+11,100
| +19% | +$313K | 0.16% | 117 |
|
|
2024
Q3 | $1.48M | Buy |
59,238
+450
| +0.8% | +$11.3K | 0.12% | 142 |
|
|
2024
Q2 | $1.35M | Buy |
58,788
+17,818
| +43% | +$408K | 0.12% | 136 |
|
|
2024
Q1 | $1.01M | Buy |
+40,970
| New | +$1.01M | 0.08% | 156 |
|