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LRI Investments’s UGI UGI Stock Holding History

LRI Investments’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.5K Hold
864
– – ﹤0.01% 626
2025
Q1 		$28.6K Sell
864
-48
-5% -$1.59K ﹤0.01% 614
2024
Q4 		$25.7K Hold
912
– – ﹤0.01% 627
2024
Q3 		$21.2K Buy
912
+228
+33% +$5.3K ﹤0.01% 646
2024
Q2 		$15.7K Buy
+684
New +$15.7K ﹤0.01% 655