Keeley-Teton 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
Q1 | $3.57M | Buy |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $1.87M | Hold |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $598K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $783K | Sell |
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|
2018
Q3 | $837K | Sell |
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|
2018
Q2 | $964K | Sell |
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|
2018
Q1 | $1.22M | Hold |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.28M | Sell |
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|
2017
Q2 | $1.47M | Buy |
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|
2017
Q1 | $1.49M | Buy |
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