LPL Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
386,639
-4,152
| -1% | -$151K | ﹤0.01% | 1480 |
|
|
2025
Q1 | $12.9M | Sell |
390,791
-8,029
| -2% | -$266K | 0.01% | 1428 |
|
|
2024
Q4 | $11.3M | Buy |
398,820
+87,739
| +28% | +$2.48M | ﹤0.01% | 1451 |
|
|
2024
Q3 | $7.78M | Buy |
311,081
+12,071
| +4% | +$302K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $6.85M | Buy |
299,010
+85,071
| +40% | +$1.95M | ﹤0.01% | 1624 |
|
|
2024
Q1 | $5.25M | Buy |
213,939
+24,404
| +13% | +$599K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $4.66M | Buy |
189,535
+48,914
| +35% | +$1.2M | ﹤0.01% | 1721 |
|
|
2023
Q3 | $3.23M | Buy |
140,621
+5,798
| +4% | +$133K | ﹤0.01% | 1891 |
|
|
2023
Q2 | $3.64M | Buy |
134,823
+6,052
| +5% | +$163K | ﹤0.01% | 1775 |
|
|
2023
Q1 | $4.48M | Buy |
128,771
+64,713
| +101% | +$2.25M | ﹤0.01% | 1581 |
|
|
2022
Q4 | $2.37M | Buy |
64,058
+7,847
| +14% | +$291K | ﹤0.01% | 1942 |
|
|
2022
Q3 | $1.82M | Buy |
56,211
+5,625
| +11% | +$182K | ﹤0.01% | 2058 |
|
|
2022
Q2 | $1.95M | Buy |
50,586
+3,794
| +8% | +$146K | ﹤0.01% | 2046 |
|
|
2022
Q1 | $1.7M | Sell |
46,792
-3,524
| -7% | -$128K | ﹤0.01% | 2184 |
|
|
2021
Q4 | $2.31M | Buy |
50,316
+858
| +2% | +$39.4K | ﹤0.01% | 1972 |
|
|
2021
Q3 | $2.11M | Sell |
49,458
-2,769
| -5% | -$118K | ﹤0.01% | 1992 |
|
|
2021
Q2 | $2.42M | Buy |
52,227
+9,724
| +23% | +$450K | ﹤0.01% | 1813 |
|
|
2021
Q1 | $1.74M | Sell |
42,503
-4,199
| -9% | -$172K | ﹤0.01% | 1940 |
|
|
2020
Q4 | $1.63M | Sell |
46,702
-35,452
| -43% | -$1.24M | ﹤0.01% | 1807 |
|
|
2020
Q3 | $2.71M | Buy |
82,154
+39,415
| +92% | +$1.3M | ﹤0.01% | 1297 |
|
|
2020
Q2 | $1.36M | Buy |
42,739
+4,764
| +13% | +$151K | ﹤0.01% | 1591 |
|
|
2020
Q1 | $1.01M | Sell |
37,975
-324
| -0.8% | -$8.64K | ﹤0.01% | 1608 |
|
|
2019
Q4 | $1.73M | Buy |
38,299
+4,569
| +14% | +$206K | ﹤0.01% | 1455 |
|
|
2019
Q3 | $1.7M | Buy |
33,730
+22,679
| +205% | +$1.14M | ﹤0.01% | 1365 |
|
|
2019
Q2 | $590K | Sell |
11,051
-12,085
| -52% | -$645K | ﹤0.01% | 2140 |
|
|
2019
Q1 | $1.28M | Sell |
23,136
-1,557
| -6% | -$86.3K | ﹤0.01% | 1481 |
|
|
2018
Q4 | $1.32M | Buy |
24,693
+95
| +0.4% | +$5.07K | ﹤0.01% | 1326 |
|
|
2018
Q3 | $1.37M | Sell |
24,598
-1,090
| -4% | -$60.5K | ﹤0.01% | 1437 |
|
|
2018
Q2 | $1.34M | Buy |
25,688
+4,952
| +24% | +$258K | ﹤0.01% | 1415 |
|
|
2018
Q1 | $921K | Buy |
20,736
+12,143
| +141% | +$539K | ﹤0.01% | 1656 |
|
|
2017
Q4 | $403K | Sell |
8,593
-1,114
| -11% | -$52.2K | ﹤0.01% | 2224 |
|
|
2017
Q3 | $455K | Buy |
9,707
+214
| +2% | +$10K | ﹤0.01% | 2009 |
|
|
2017
Q2 | $460K | Sell |
9,493
-4,847
| -34% | -$235K | ﹤0.01% | 1941 |
|
|
2017
Q1 | $714K | Sell |
14,340
-188
| -1% | -$9.36K | ﹤0.01% | 1507 |
|
|
2016
Q4 | $666K | Buy |
14,528
+31
| +0.2% | +$1.42K | 0.01% | 1490 |
|
|
2016
Q3 | $636K | Sell |
14,497
-2,039
| -12% | -$89.5K | 0.01% | 1516 |
|
|
2016
Q2 | $753K | Sell |
16,536
-11,364
| -41% | -$517K | 0.01% | 1362 |
|
|
2016
Q1 | $1.1M | Buy |
27,900
+43
| +0.2% | +$1.7K | ﹤0.01% | 1598 |
|
|
2015
Q4 | $950K | Buy |
27,857
+13,658
| +96% | +$466K | ﹤0.01% | 1725 |
|
|
2015
Q3 | $514K | Buy |
14,199
+13
| +0.1% | +$471 | ﹤0.01% | 1766 |
|
|
2015
Q2 | $491K | Sell |
14,186
-4,649
| -25% | -$161K | ﹤0.01% | 1920 |
|
|
2015
Q1 | $612K | Sell |
18,835
-2,144
| -10% | -$69.7K | ﹤0.01% | 1710 |
|
|
2014
Q4 | $797K | Sell |
20,979
-11,582
| -36% | -$440K | ﹤0.01% | 1472 |
|
|
2014
Q3 | $1.09M | Sell |
32,561
-2,986
| -8% | -$100K | 0.01% | 1207 |
|
|
2014
Q2 | $1.2M | Buy |
35,547
+16,501
| +87% | +$556K | 0.01% | 1198 |
|
|
2014
Q1 | $579K | Sell |
19,046
-2,299
| -11% | -$69.9K | ﹤0.01% | 1630 |
|
|
2013
Q4 | $590K | Buy |
21,345
+279
| +1% | +$7.71K | ﹤0.01% | 1614 |
|
|
2013
Q3 | $549K | Buy |
21,066
+1,878
| +10% | +$48.9K | ﹤0.01% | 1579 |
|
|
2013
Q2 | $500K | Buy |
+19,188
| New | +$500K | ﹤0.01% | 1566 |
|