Lido Advisors
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Lido Advisors’s UGI UGI Stock Holding History

Lido Advisors’s Portfolio UGI Stock Details UGI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Buy
2024
Q3 		– Sell
2024
Q2 		$936K Buy
2024
Q1 		$698K Buy
2023
Q3 		– Sell
2023
Q2 		$1.14M Buy
2023
Q1 		$1.28M Buy
2022
Q3 		– Sell
2022
Q2 		$870K Buy
2022
Q1 		$568K Buy