Jones Financial Companies
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Jones Financial Companies’s UGI UGI Stock Holding History

Jones Financial Companies’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
2025
Q1 		$74K Sell
2024
Q4 		$77.1K Buy
2024
Q3 		$46.7K Buy
2024
Q2 		$9.92K Buy
2013
Q4 		– Sell
2013
Q3 		$1K Hold
2013
Q2 		$1K Buy