Jackson Creek Investment Advisors’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
$1.22M Hold
2025
Q2
$1.33M Buy
2021
Q4
Sell
2021
Q3
$449K Sell
2021
Q2
$509K Buy