Jackson Creek Investment Advisors’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
+36,560
New +$1.33M 0.36% 154
2021
Q4
Sell
-10,531
Closed -$449K 354
2021
Q3
$449K Sell
10,531
-463
-4% -$19.7K 0.17% 241
2021
Q2
$509K Buy
+10,994
New +$509K 0.19% 229