IFG Advisory’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Hold |
17,598
| – | – | 0.03% | 425 |
|
|
2025
Q1 | $582K | Sell |
17,598
-592
| -3% | -$19.6K | 0.03% | 410 |
|
|
2024
Q4 | $514K | Sell |
18,190
-2,448
| -12% | -$69.1K | 0.03% | 415 |
|
|
2024
Q3 | $516K | Sell |
20,638
-502
| -2% | -$12.6K | 0.03% | 331 |
|
|
2024
Q2 | $484K | Sell |
21,140
-34
| -0.2% | -$779 | 0.03% | 405 |
|
|
2024
Q1 | $520K | Sell |
21,174
-286
| -1% | -$7.02K | 0.04% | 309 |
|
|
2023
Q4 | $528K | Sell |
21,460
-9,741
| -31% | -$240K | 0.04% | 357 |
|
|
2023
Q3 | $718K | Sell |
31,201
-487
| -2% | -$11.2K | 0.06% | 272 |
|
|
2023
Q2 | $855K | Sell |
31,688
-5,027
| -14% | -$136K | 0.08% | 225 |
|
|
2023
Q1 | $1.28M | Buy |
36,715
+28,902
| +370% | +$1M | 0.12% | 193 |
|
|
2022
Q4 | $289K | Buy |
7,813
+138
| +2% | +$5.11K | 0.03% | 406 |
|
|
2022
Q3 | $248K | Buy |
7,675
+3
| +0% | +$97 | 0.02% | 451 |
|
|
2022
Q2 | $296K | Buy |
7,672
+1
| +0% | +$39 | 0.03% | 383 |
|
|
2022
Q1 | $277K | Sell |
7,671
-152
| -2% | -$5.49K | 0.03% | 417 |
|
|
2021
Q4 | $359K | Sell |
7,823
-2,499
| -24% | -$115K | 0.04% | 370 |
|
|
2021
Q3 | $439K | Buy |
+10,322
| New | +$439K | 0.05% | 321 |
|