IFG 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
Q2 | $641K | Hold |
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|
2025
Q1 | $582K | Sell |
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|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $516K | Sell |
|
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $855K | Sell |
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|
2023
Q1 | $1.28M | Buy |
|
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $439K | Buy |
|