Jones Financial Companies’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
7,133
+4,882
| +217% | +$176K | ﹤0.01% | 1551 |
|
|
2025
Q1 | $74K | Sell |
2,251
-481
| -18% | -$15.8K | ﹤0.01% | 1906 |
|
|
2024
Q4 | $77.1K | Buy |
2,732
+858
| +46% | +$24.2K | ﹤0.01% | 1716 |
|
|
2024
Q3 | $46.7K | Buy |
1,874
+1,441
| +333% | +$35.9K | ﹤0.01% | 1667 |
|
|
2024
Q2 | $9.92K | Buy |
+433
| New | +$9.92K | ﹤0.01% | 1760 |
|
|
2013
Q4 | – | Sell |
-44
| Closed | -$1K | – | 528 |
|
|
2013
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 702 |
|
|
2013
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 764 |
|