Kestra Advisory Services’s UGI UGI Stock Holding History

Kestra Advisory Services’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	$741K	Buy
2025 Q1	$601K	Buy
2024 Q4	$511K	Buy
2024 Q3	$371K	Buy
2023 Q1	–	Sell
2022 Q4	$253K	Buy
2021 Q4	–	Sell
2021 Q3	$212K	Buy
2021 Q2	$212K	Buy
2021 Q1	–	Sell
2020 Q4	$327K	Buy