Fulton Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
10,176
-5,890
| -37% | -$215K | 0.01% | 489 |
|
|
2025
Q1 | $531K | Buy |
16,066
+106
| +0.7% | +$3.51K | 0.02% | 396 |
|
|
2024
Q4 | $451K | Buy |
15,960
+111
| +0.7% | +$3.13K | 0.02% | 433 |
|
|
2024
Q3 | $397K | Buy |
15,849
+866
| +6% | +$21.7K | 0.02% | 475 |
|
|
2024
Q2 | $343K | Buy |
14,983
+558
| +4% | +$12.8K | 0.01% | 489 |
|
|
2024
Q1 | $354K | Sell |
14,425
-3,746
| -21% | -$91.9K | 0.01% | 474 |
|
|
2023
Q4 | $447K | Buy |
18,171
+634
| +4% | +$15.6K | 0.02% | 385 |
|
|
2023
Q3 | $403K | Buy |
17,537
+5,601
| +47% | +$129K | 0.02% | 383 |
|
|
2023
Q2 | $322K | Buy |
11,936
+619
| +5% | +$16.7K | 0.02% | 437 |
|
|
2023
Q1 | $393K | Buy |
11,317
+894
| +9% | +$31.1K | 0.02% | 368 |
|
|
2022
Q4 | $387K | Sell |
10,423
-624
| -6% | -$23.2K | 0.02% | 354 |
|
|
2022
Q3 | $357K | Sell |
11,047
-431
| -4% | -$13.9K | 0.02% | 348 |
|
|
2022
Q2 | $443K | Buy |
11,478
+918
| +9% | +$35.4K | 0.02% | 318 |
|
|
2022
Q1 | $382K | Buy |
10,560
+929
| +10% | +$33.6K | 0.02% | 369 |
|
|
2021
Q4 | $442K | Buy |
9,631
+1,253
| +15% | +$57.5K | 0.02% | 361 |
|
|
2021
Q3 | $357K | Buy |
8,378
+1,958
| +30% | +$83.4K | 0.02% | 388 |
|
|
2021
Q2 | $297K | Buy |
6,420
+673
| +12% | +$31.1K | 0.01% | 403 |
|
|
2021
Q1 | $235K | Sell |
5,747
-1,265
| -18% | -$51.7K | 0.01% | 436 |
|
|
2020
Q4 | $245K | Buy |
7,012
+574
| +9% | +$20.1K | 0.01% | 402 |
|
|
2020
Q3 | $212K | Sell |
6,438
-282
| -4% | -$9.29K | 0.01% | 405 |
|
|
2020
Q2 | $214K | Buy |
+6,720
| New | +$214K | 0.01% | 381 |
|