HBK Sorce Advisory’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 | $409K | Buy |
|
|||||
|
2025
Q2 | $435K | Buy |
|
|||||
|
2025
Q1 | $385K | Buy |
|
|||||
|
2024
Q4 | $289K | Buy |
|
|||||
|
2024
Q3 | $230K | Buy |
|
|||||
|
2024
Q2 | $202K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $234K | Sell |
|
|||||
|
2023
Q2 | $281K | Sell |
|
|||||
|
2023
Q1 | $387K | Sell |
|
|||||
|
2022
Q4 | $811K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $416K | Sell |
|
|||||
|
2022
Q1 | $396K | Buy |
|
|||||
|
2021
Q4 | $502K | Buy |
|
|||||
|
2021
Q3 | $466K | Sell |
|
|||||
|
2021
Q2 | $509K | Buy |
|
|||||
|
2021
Q1 | $450K | Buy |
|
|||||
|
2020
Q4 | $366K | Sell |
|
|||||
|
2020
Q3 | $361K | Buy |
|
|||||
|
2020
Q2 | $332K | Buy |
|
|||||
|
2020
Q1 | $278K | Buy |
|
|||||
|
2019
Q4 | $468K | Hold |
|
|||||
|
2019
Q3 | $521K | Buy |
|
|||||
|
2019
Q2 | $507K | Sell |
|
|||||
|
2019
Q1 | $529K | Buy |
|
|||||
|
2018
Q4 | $506K | Sell |
|
|||||
|
2018
Q3 | $533K | Sell |
|
|||||
|
2018
Q2 | $506K | Hold |
|
|||||
|
2018
Q1 | $432K | Buy |
|
|||||
|
2017
Q4 | $452K | Buy |
|