Newbridge Financial Services Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140
| Closed | -$3.96K | – | 1157 |
|
|
2024
Q4 | $3.96K | Buy |
+140
| New | +$3.96K | ﹤0.01% | 889 |
|
|
2024
Q3 | – | Sell |
-139
| Closed | -$3.19K | – | 1085 |
|
|
2024
Q2 | $3.19K | Sell |
139
-340
| -71% | -$7.8K | ﹤0.01% | 905 |
|
|
2024
Q1 | $11.8K | Sell |
479
-273
| -36% | -$6.7K | 0.01% | 730 |
|
|
2023
Q4 | $18.5K | Sell |
752
-890
| -54% | -$21.9K | 0.01% | 609 |
|
|
2023
Q3 | $37.8K | Buy |
1,642
+8
| +0.5% | +$184 | 0.02% | 485 |
|
|
2023
Q2 | $44.1K | Buy |
1,634
+6
| +0.4% | +$162 | 0.02% | 488 |
|
|
2023
Q1 | $56.6K | Sell |
1,628
-351
| -18% | -$12.2K | 0.03% | 436 |
|
|
2022
Q4 | $73.4K | Buy |
1,979
+929
| +88% | +$34.4K | 0.04% | 372 |
|
|
2022
Q3 | $34K | Hold |
1,050
| – | – | 0.02% | 561 |
|
|
2022
Q2 | $41K | Buy |
1,050
+477
| +83% | +$18.6K | 0.03% | 452 |
|
|
2022
Q1 | $21K | Hold |
573
| – | – | 0.01% | 723 |
|
|
2021
Q4 | $26K | Buy |
+573
| New | +$26K | 0.01% | 648 |
|