Jump Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-280,744
| Closed | -$9.28M | – | 2175 |
|
|
2025
Q1 | $9.28M | Buy |
280,744
+246,586
| +722% | +$8.15M | 0.13% | 198 |
|
|
2024
Q4 | $964K | Buy |
34,158
+22,411
| +191% | +$633K | 0.02% | 764 |
|
|
2024
Q3 | $294K | Sell |
11,747
-96,097
| -89% | -$2.4M | 0.01% | 1313 |
|
|
2024
Q2 | $2.47M | Sell |
107,844
-113,821
| -51% | -$2.61M | 0.05% | 467 |
|
|
2024
Q1 | $5.44M | Sell |
221,665
-134,767
| -38% | -$3.31M | 0.15% | 113 |
|
|
2023
Q4 | $8.77M | Buy |
356,432
+137,114
| +63% | +$3.37M | 0.28% | 44 |
|
|
2023
Q3 | $5.04M | Buy |
219,318
+162,635
| +287% | +$3.74M | 0.19% | 107 |
|
|
2023
Q2 | $1.53M | Buy |
+56,683
| New | +$1.53M | 0.06% | 492 |
|
|
2022
Q4 | – | Sell |
-20,172
| Closed | -$652K | – | 2040 |
|
|
2022
Q3 | $652K | Sell |
20,172
-89,329
| -82% | -$2.89M | 0.03% | 781 |
|
|
2022
Q2 | $4.23M | Buy |
+109,501
| New | +$4.23M | 0.18% | 152 |
|
|
2022
Q1 | – | Sell |
-83,800
| Closed | -$3.85M | – | 1925 |
|
|
2021
Q4 | $3.85M | Buy |
+83,800
| New | +$3.85M | 0.24% | 44 |
|