Hantz Financial Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Buy |
2,130
+574
| +37% | +$21K | ﹤0.01% | 827 |
|
|
2025
Q1 | $51K | Buy |
1,556
+158
| +11% | +$5.18K | ﹤0.01% | 702 |
|
|
2024
Q4 | $39K | Sell |
1,398
-11
| -0.8% | -$307 | ﹤0.01% | 693 |
|
|
2024
Q3 | $35K | Hold |
1,409
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $32K | Hold |
1,409
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $35K | Hold |
1,409
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $35K | Sell |
1,409
-34
| -2% | -$845 | ﹤0.01% | 678 |
|
|
2023
Q3 | $33K | Sell |
1,443
-35
| -2% | -$800 | ﹤0.01% | 671 |
|
|
2023
Q2 | $40K | Sell |
1,478
-3
| -0.2% | -$81 | ﹤0.01% | 642 |
|
|
2023
Q1 | $51K | Hold |
1,481
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $55K | Sell |
1,481
-644
| -30% | -$23.9K | ﹤0.01% | 606 |
|
|
2022
Q3 | $69K | Sell |
2,125
-25
| -1% | -$812 | ﹤0.01% | 572 |
|
|
2022
Q2 | $83K | Sell |
2,150
-71,815
| -97% | -$2.77M | ﹤0.01% | 560 |
|
|
2022
Q1 | $2.68M | Sell |
73,965
-50,950
| -41% | -$1.85M | 0.08% | 245 |
|
|
2021
Q4 | $5.74M | Buy |
124,915
+11,637
| +10% | +$534K | 0.17% | 163 |
|
|
2021
Q3 | $4.83M | Buy |
113,278
+17,542
| +18% | +$748K | 0.16% | 172 |
|
|
2021
Q2 | $4.43M | Buy |
95,736
+55,362
| +137% | +$2.56M | 0.16% | 169 |
|
|
2021
Q1 | $1.66M | Buy |
40,374
+683
| +2% | +$28K | 0.07% | 245 |
|
|
2020
Q4 | $1.39M | Sell |
39,691
-1,388
| -3% | -$48.5K | 0.06% | 252 |
|
|
2020
Q3 | $1.36M | Buy |
+41,079
| New | +$1.36M | 0.07% | 234 |
|