Lindbrook Capital’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 | $99.2K | Buy |
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|
2024
Q4 | $84.1K | Sell |
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|
2024
Q3 | $77.9K | Buy |
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|
2024
Q2 | $70.7K | Sell |
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|
2024
Q1 | $86.4K | Buy |
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|
2023
Q4 | $82.4K | Buy |
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|
2023
Q3 | $71.1K | Buy |
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|
2023
Q2 | $74.8K | Sell |
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|
2023
Q1 | $115K | Sell |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $42K | Sell |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $161K | Hold |
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|
2021
Q3 | $150K | Hold |
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|
2021
Q2 | $163K | Hold |
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|
2021
Q1 | $144K | Hold |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | $91K | Buy |
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|
2019
Q4 | $115K | Sell |
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|
2019
Q3 | $148K | Hold |
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|
2019
Q2 | $156K | Sell |
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|
2019
Q1 | $185K | Sell |
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|
2018
Q4 | $194K | Buy |
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