First Citizens Bank & Trust’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 | $985K | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $227K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $583K | Buy |
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|
2019
Q1 | $604K | Buy |
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|
2018
Q4 | $423K | Buy |
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|
2018
Q3 | $434K | Sell |
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|
2018
Q2 | $415K | Buy |
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|
2018
Q1 | $337K | Buy |
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|
2017
Q4 | $335K | Sell |
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|
2017
Q3 | $422K | Sell |
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|
2017
Q2 | $541K | Buy |
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|
2017
Q1 | $421K | Sell |
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|
2016
Q4 | $403K | Sell |
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|
2016
Q3 | $573K | Sell |
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|
2016
Q2 | $729K | Buy |
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|
2016
Q1 | $610K | Buy |
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|
2015
Q4 | $236K | Hold |
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|
2015
Q3 | $243K | Sell |
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|
2015
Q2 | $270K | Buy |
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|
2015
Q1 | $228K | Buy |
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|
2014
Q4 | $256K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $524K | Sell |
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|
2013
Q2 | $739K | Buy |
|