LPL Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $12.9M | Sell |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $7.78M | Buy |
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|
2024
Q2 | $6.85M | Buy |
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|
2024
Q1 | $5.25M | Buy |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $3.64M | Buy |
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|
2023
Q1 | $4.48M | Buy |
|
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $2.11M | Sell |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $2.71M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $590K | Sell |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $1.36M | Sell |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $921K | Buy |
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|
2017
Q4 | $403K | Sell |
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|
2017
Q3 | $455K | Buy |
|
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|
2017
Q2 | $460K | Sell |
|
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|
2017
Q1 | $714K | Sell |
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|
2016
Q4 | $666K | Buy |
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|
2016
Q3 | $636K | Sell |
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|
2016
Q2 | $753K | Sell |
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|
2016
Q1 | $1.1M | Buy |
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|
2015
Q4 | $950K | Buy |
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|
2015
Q3 | $514K | Buy |
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|
2015
Q2 | $491K | Sell |
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|
2015
Q1 | $612K | Sell |
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|
2014
Q4 | $797K | Sell |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.2M | Buy |
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|
2014
Q1 | $579K | Sell |
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|
2013
Q4 | $590K | Buy |
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|
2013
Q3 | $549K | Buy |
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|
2013
Q2 | $500K | Buy |
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