MCF Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Hold |
380
| – | – | ﹤0.01% | 601 |
|
|
2025
Q1 | $12.6K | Sell |
380
-1,870
| -83% | -$61.8K | ﹤0.01% | 613 |
|
|
2024
Q4 | $63.5K | Hold |
2,250
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $56.3K | Hold |
2,250
| – | – | ﹤0.01% | 375 |
|
|
2024
Q2 | $51.5K | Hold |
2,250
| – | – | ﹤0.01% | 378 |
|
|
2024
Q1 | $55.2K | Hold |
2,250
| – | – | ﹤0.01% | 360 |
|
|
2023
Q4 | $55.4K | Hold |
2,250
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $51.8K | Hold |
2,250
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $60.7K | Hold |
2,250
| – | – | 0.01% | 336 |
|
|
2023
Q1 | $78.2K | Hold |
2,250
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $83.4K | Hold |
2,250
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $73K | Hold |
2,250
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $87K | Hold |
2,250
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $81K | Buy |
+2,250
| New | +$81K | 0.01% | 279 |
|
|
2021
Q4 | – | Sell |
-2,250
| Closed | -$96K | – | 636 |
|
|
2021
Q3 | $96K | Hold |
2,250
| – | – | 0.01% | 251 |
|
|
2021
Q2 | $104K | Hold |
2,250
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $92K | Hold |
2,250
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $79K | Hold |
2,250
| – | – | 0.01% | 207 |
|
|
2020
Q3 | $74K | Hold |
2,250
| – | – | 0.01% | 209 |
|
|
2020
Q2 | $72K | Hold |
2,250
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $60K | Hold |
2,250
| – | – | 0.01% | 216 |
|
|
2019
Q4 | $102K | Hold |
2,250
| – | – | 0.02% | 194 |
|
|
2019
Q3 | $113K | Hold |
2,250
| – | – | 0.02% | 175 |
|
|
2019
Q2 | $120K | Hold |
2,250
| – | – | 0.02% | 171 |
|
|
2019
Q1 | $125K | Hold |
2,250
| – | – | 0.02% | 167 |
|
|
2018
Q4 | $120K | Hold |
2,250
| – | – | 0.02% | 162 |
|
|
2018
Q3 | $125K | Hold |
2,250
| – | – | 0.02% | 159 |
|
|
2018
Q2 | $117K | Hold |
2,250
| – | – | 0.02% | 158 |
|
|
2018
Q1 | $100K | Hold |
2,250
| – | – | 0.02% | 164 |
|
|
2017
Q4 | $106K | Hold |
2,250
| – | – | 0.02% | 164 |
|
|
2017
Q3 | $105K | Hold |
2,250
| – | – | 0.02% | 162 |
|
|
2017
Q2 | $109K | Buy |
+2,250
| New | +$109K | 0.02% | 157 |
|