Econ Financial Services’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 |
-78,978
| Closed | -$2.23M | – | 99 |
|
|
2024
Q4 | $2.23M | Sell |
78,978
-5,895
| -7% | -$166K | 1.28% | 24 |
|
|
2024
Q3 | $2.12M | Buy |
84,873
+46,375
| +120% | +$1.16M | 1.19% | 18 |
|
|
2024
Q2 | $882K | Buy |
38,498
+11,487
| +43% | +$263K | 0.55% | 68 |
|
|
2024
Q1 | $663K | Sell |
27,011
-20,513
| -43% | -$503K | 0.41% | 70 |
|
|
2023
Q4 | $1.17M | Buy |
47,524
+13,990
| +42% | +$344K | 0.82% | 38 |
|
|
2023
Q3 | $771K | Sell |
33,534
-23,876
| -42% | -$549K | 0.56% | 45 |
|
|
2023
Q2 | $1.55M | Buy |
57,410
+11,521
| +25% | +$311K | 1.09% | 38 |
|
|
2023
Q1 | $1.6M | Sell |
45,889
-21,480
| -32% | -$747K | 1.21% | 35 |
|
|
2022
Q4 | $2.5M | Sell |
67,369
-277
| -0.4% | -$10.3K | 2.53% | 14 |
|
|
2022
Q3 | $2.19M | Buy |
67,646
+36,763
| +119% | +$1.19M | 1.8% | 20 |
|
|
2022
Q2 | $1.19M | Sell |
30,883
-45,837
| -60% | -$1.77M | 0.96% | 39 |
|
|
2022
Q1 | $2.78M | Buy |
76,720
+55,179
| +256% | +$2M | 2.06% | 17 |
|
|
2021
Q4 | $989K | Buy |
+21,541
| New | +$989K | 0.73% | 37 |
|