Farther Finance Advisors’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 | $281K | Sell |
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|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $117K | Buy |
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|
2024
Q3 | $51.9K | Buy |
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|
2024
Q2 | $16.3K | Buy |
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|
2024
Q1 | $12.2K | Sell |
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|
2023
Q4 | $14.5K | Buy |
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|
2023
Q3 | $10.8K | Sell |
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|
2023
Q2 | $12.8K | Sell |
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|
2023
Q1 | $17K | Hold |
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|
2022
Q4 | $18.1K | Buy |
|