JFA
JNBA Financial Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69K | Hold |
266
| – | – | ﹤0.01% | 469 |
|
|
2025
Q1 | $8.8K | Hold |
266
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $7.51K | Hold |
266
| – | – | ﹤0.01% | 483 |
|
|
2024
Q3 | $6.66K | Buy |
+266
| New | +$6.66K | ﹤0.01% | 512 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$383 | – | 751 |
|
|
2023
Q1 | $383 | Buy |
+11
| New | +$383 | ﹤0.01% | 705 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 847 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 882 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 753 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 635 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 583 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 607 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 701 |
|