Farther Finance Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
8,853
-814
| -8% | -$29.6K | 0.01% | 1139 |
|
|
2025
Q1 | $324K | Buy |
9,667
+5,517
| +133% | +$185K | 0.01% | 1007 |
|
|
2024
Q4 | $117K | Buy |
4,150
+2,077
| +100% | +$58.6K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $51.9K | Buy |
2,073
+1,358
| +190% | +$34K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $16.3K | Buy |
715
+207
| +41% | +$4.71K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $12.2K | Sell |
508
-81
| -14% | -$1.95K | ﹤0.01% | 1683 |
|
|
2023
Q4 | $14.5K | Buy |
589
+118
| +25% | +$2.9K | ﹤0.01% | 1450 |
|
|
2023
Q3 | $10.8K | Sell |
471
-5
| -1% | -$115 | ﹤0.01% | 1265 |
|
|
2023
Q2 | $12.8K | Sell |
476
-12
| -2% | -$324 | ﹤0.01% | 1118 |
|
|
2023
Q1 | $17K | Hold |
488
| – | – | 0.01% | 954 |
|
|
2022
Q4 | $18.1K | Buy |
+488
| New | +$18.1K | 0.01% | 765 |
|