Leuthold Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
105,215
+11,827
| +13% | +$431K | 0.46% | 79 |
|
|
2025
Q1 | $3.09M | Buy |
+93,388
| New | +$3.09M | 0.4% | 97 |
|
|
2015
Q1 | – | Sell |
-39,460
| Closed | -$1.5M | – | 219 |
|
|
2014
Q4 | $1.5M | Sell |
39,460
-4,440
| -10% | -$169K | 0.15% | 167 |
|
|
2014
Q3 | $1.5M | Buy |
+43,900
| New | +$1.5M | 0.14% | 171 |
|