FinTrust Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.61K | Hold |
264
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q2 | $6.05K | Buy |
264
+174
| +193% | +$3.99K | ﹤0.01% | 974 |
|
|
2024
Q1 | $2.21K | Sell |
90
-174
| -66% | -$4.27K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $6.5K | Hold |
264
| – | – | ﹤0.01% | 880 |
|
|
2023
Q3 | $6.07K | Buy |
264
+174
| +193% | +$4K | ﹤0.01% | 857 |
|
|
2023
Q2 | $3.34K | Hold |
90
| – | – | ﹤0.01% | 929 |
|
|
2023
Q1 | $3.34K | Hold |
90
| – | – | ﹤0.01% | 924 |
|
|
2022
Q4 | $3.34K | Hold |
90
| – | – | ﹤0.01% | 927 |
|
|
2022
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 1125 |
|
|
2021
Q4 | $4K | Sell |
90
-55
| -38% | -$2.44K | ﹤0.01% | 1057 |
|
|
2021
Q3 | $6K | Hold |
145
| – | – | ﹤0.01% | 999 |
|
|
2021
Q2 | $7K | Hold |
145
| – | – | ﹤0.01% | 994 |
|
|
2021
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 998 |
|
|
2020
Q4 | $5K | Hold |
145
| – | – | ﹤0.01% | 948 |
|
|
2020
Q3 | $5 | Sell |
145
-190
| -57% | -$7 | ﹤0.01% | 960 |
|
|
2020
Q2 | $11K | Sell |
335
-180
| -35% | -$5.91K | ﹤0.01% | 709 |
|
|
2020
Q1 | $14K | Hold |
515
| – | – | 0.01% | 700 |
|
|
2019
Q4 | $23K | Sell |
515
-140
| -21% | -$6.25K | 0.01% | 606 |
|
|
2019
Q3 | $33K | Hold |
655
| – | – | 0.01% | 518 |
|
|
2019
Q2 | $35K | Buy |
655
+145
| +28% | +$7.75K | 0.01% | 479 |
|
|
2019
Q1 | $28K | Buy |
+510
| New | +$28K | 0.01% | 511 |
|