MML Investors Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
20,930
+2,889
| +16% | +$105K | ﹤0.01% | 1822 |
|
|
2025
Q1 | $597K | Sell |
18,041
-847
| -4% | -$28K | ﹤0.01% | 1883 |
|
|
2024
Q4 | $533K | Sell |
18,888
-640
| -3% | -$18.1K | ﹤0.01% | 1880 |
|
|
2024
Q3 | $489K | Buy |
19,528
+123
| +0.6% | +$3.08K | ﹤0.01% | 1868 |
|
|
2024
Q2 | $444K | Sell |
19,405
-3,950
| -17% | -$90.4K | ﹤0.01% | 1861 |
|
|
2024
Q1 | $573K | Buy |
23,355
+1,469
| +7% | +$36K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $538K | Buy |
21,886
+8,502
| +64% | +$209K | ﹤0.01% | 1714 |
|
|
2023
Q3 | $308K | Buy |
13,384
+1,864
| +16% | +$42.9K | ﹤0.01% | 1907 |
|
|
2023
Q2 | $311K | Sell |
11,520
-1,018
| -8% | -$27.5K | ﹤0.01% | 1923 |
|
|
2023
Q1 | $436K | Sell |
12,538
-515
| -4% | -$17.9K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $484K | Buy |
13,053
+374
| +3% | +$13.9K | ﹤0.01% | 1525 |
|
|
2022
Q3 | $410K | Sell |
12,679
-1,340
| -10% | -$43.3K | ﹤0.01% | 1528 |
|
|
2022
Q2 | $541K | Buy |
14,019
+1,826
| +15% | +$70.5K | ﹤0.01% | 1370 |
|
|
2022
Q1 | $442K | Sell |
12,193
-35,048
| -74% | -$1.27M | ﹤0.01% | 1524 |
|
|
2021
Q4 | $2.17M | Buy |
47,241
+3,674
| +8% | +$169K | 0.02% | 732 |
|
|
2021
Q3 | $1.86M | Buy |
43,567
+5,711
| +15% | +$243K | 0.01% | 754 |
|
|
2021
Q2 | $1.75M | Buy |
37,856
+29,984
| +381% | +$1.39M | 0.01% | 759 |
|
|
2021
Q1 | $323K | Buy |
7,872
+597
| +8% | +$24.5K | ﹤0.01% | 1477 |
|
|
2020
Q4 | $254K | Sell |
7,275
-437
| -6% | -$15.3K | ﹤0.01% | 1486 |
|
|
2020
Q3 | $254K | Buy |
7,712
+1,157
| +18% | +$38.1K | ﹤0.01% | 1378 |
|
|
2020
Q2 | $208K | Buy |
+6,555
| New | +$208K | ﹤0.01% | 1406 |
|
|
2020
Q1 | – | Sell |
-5,292
| Closed | -$239K | – | 1541 |
|
|
2019
Q4 | $239K | Buy |
+5,292
| New | +$239K | ﹤0.01% | 1350 |
|
|
2019
Q3 | – | Sell |
-4,307
| Closed | -$230K | – | 1606 |
|
|
2019
Q2 | $230K | Buy |
4,307
+186
| +5% | +$9.93K | ﹤0.01% | 1446 |
|
|
2019
Q1 | $228K | Buy |
+4,121
| New | +$228K | ﹤0.01% | 1414 |
|
|
2018
Q1 | – | Sell |
-13,324
| Closed | -$626K | – | 1463 |
|
|
2017
Q4 | $626K | Buy |
13,324
+348
| +3% | +$16.4K | 0.01% | 728 |
|
|
2017
Q3 | $608K | Sell |
12,976
-10
| -0.1% | -$469 | 0.01% | 707 |
|
|
2017
Q2 | $629K | Buy |
12,986
+2
| +0% | +$97 | 0.01% | 686 |
|
|
2017
Q1 | $641K | Buy |
+12,984
| New | +$641K | 0.01% | 381 |
|