Oakworth Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-361
| Closed | -$8.27K | – | 766 |
|
|
2024
Q2 | $8.27K | Hold |
361
| – | – | ﹤0.01% | 506 |
|
|
2024
Q1 | $8.86K | Hold |
361
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $8.88K | Buy |
+361
| New | +$8.88K | ﹤0.01% | 491 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | – | – | 547 |
|
|
2015
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 542 |
|
|
2014
Q4 | $0 | Buy |
10
+3
| +43% | – | ﹤0.01% | 553 |
|
|
2014
Q3 | $0 | Sell |
7
-4
| -36% | – | ﹤0.01% | 510 |
|
|
2014
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 512 |
|
|
2014
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 512 |
|
|
2013
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 497 |
|