Northstar Financial Companies’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Sell	10,179 -6,182	-38%	-$225K	0.39%	64
2025 Q1	$541K	Buy	16,361 +1,666	+11%	+$55.1K	0.59%	44
2024 Q4	$415K	Buy	+14,695	New	+$415K	0.39%	57