Nations Financial Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,615
| Closed | -$369K | – | 643 |
|
|
2023
Q1 | $369K | Sell |
10,615
-3,710
| -26% | -$129K | 0.04% | 436 |
|
|
2022
Q4 | $531K | Sell |
14,325
-609
| -4% | -$22.6K | 0.06% | 341 |
|
|
2022
Q3 | $483K | Sell |
14,934
-644
| -4% | -$20.8K | 0.07% | 304 |
|
|
2022
Q2 | $601K | Buy |
15,578
+4,652
| +43% | +$179K | 0.08% | 271 |
|
|
2022
Q1 | $396K | Buy |
10,926
+2,099
| +24% | +$76.1K | 0.05% | 359 |
|
|
2021
Q4 | $405K | Buy |
+8,827
| New | +$405K | 0.05% | 328 |
|
|
2019
Q4 | – | Sell |
-8,703
| Closed | -$415K | – | 296 |
|
|
2019
Q3 | $415K | Buy |
+8,703
| New | +$415K | 0.15% | 186 |
|