Lee Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-302
| Closed | -$7.54K | – | 777 |
|
|
2023
Q4 | $7.54K | Hold |
302
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $7.06K | Hold |
302
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $8.26K | Hold |
302
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $10.6K | Hold |
302
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $11.2K | Hold |
302
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $10K | Hold |
302
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $12K | Hold |
302
| – | – | ﹤0.01% | 427 |
|
|
2022
Q1 | $11K | Hold |
302
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $14K | Sell |
302
-300
| -50% | -$13.9K | ﹤0.01% | 434 |
|
|
2021
Q3 | $26K | Buy |
602
+300
| +99% | +$13K | 0.01% | 300 |
|
|
2021
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $12K | Hold |
302
| – | – | ﹤0.01% | 370 |
|
|
2020
Q4 | $11K | Hold |
302
| – | – | ﹤0.01% | 369 |
|
|
2020
Q3 | $10K | Hold |
302
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $10K | Hold |
302
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $8K | Hold |
302
| – | – | ﹤0.01% | 333 |
|
|
2019
Q4 | $14K | Hold |
302
| – | – | ﹤0.01% | 304 |
|
|
2019
Q3 | $15K | Buy |
+302
| New | +$15K | ﹤0.01% | 282 |
|