Parkside Financial Bank & Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.6K | Buy |
402
+47
| +13% | +$1.77K | ﹤0.01% | 1438 |
|
|
2025
Q4 | $13.3K | Buy |
355
+142
| +67% | +$5.03K | ﹤0.01% | 1458 |
|
|
2025
Q3 | $7.08K | Sell |
213
-3
| -1% | -$105 | ﹤0.01% | 1628 |
|
|
2025
Q2 | $7.87K | Buy |
216
+3
| +1% | +$103 | ﹤0.01% | 1559 |
|
|
2025
Q1 | $7.04K | Hold |
213
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q4 | $6.01K | Buy |
213
+31
| +17% | +$805 | ﹤0.01% | 1415 |
|
|
2024
Q3 | $4.55K | Sell |
182
-12
| -6% | -$289 | ﹤0.01% | 1451 |
|
|
2024
Q2 | $4.44K | Buy |
194
+45
| +30% | +$1.09K | ﹤0.01% | 1392 |
|
|
2024
Q1 | $3.66K | Sell |
149
-154
| -51% | -$3.7K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $7.45K | Buy |
303
+16
| +6% | +$353 | ﹤0.01% | 1214 |
|
|
2023
Q3 | $6.6K | Buy |
287
+133
| +86% | +$3.3K | ﹤0.01% | 1268 |
|
|
2023
Q2 | $4.15K | Sell |
154
-14
| -8% | -$425 | ﹤0.01% | 1433 |
|
|
2023
Q1 | $5.84K | Buy |
168
+14
| +9% | +$531 | ﹤0.01% | 1301 |
|
|
2022
Q4 | $5.71K | Buy |
154
+110
| +250% | +$3.98K | ﹤0.01% | 1266 |
|
|
2022
Q3 | $2K | Sell |
44
-17
| -28% | -$671 | ﹤0.01% | 1599 |
|
|
2022
Q2 | $3K | Sell |
61
-43
| -41% | -$1.67K | ﹤0.01% | 1495 |
|
|
2022
Q1 | $4K | Buy |
104
+91
| +700% | +$3.64K | ﹤0.01% | 1426 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1766 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1677 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$502 | ﹤0.01% | 1651 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$2K | – | 1703 |
|
|
2020
Q1 | $2K | Buy |
+75
| New | +$2.84K | ﹤0.01% | 1158 |
|
|
2019
Q4 | – | Sell |
-93
| Closed | -$5K | – | 1641 |
|
|
2019
Q3 | $5K | Hold |
93
| – | – | ﹤0.01% | 957 |
|
|
2019
Q2 | $5K | Sell |
93
-253
| -73% | -$13.5K | ﹤0.01% | 980 |
|
|
2019
Q1 | $19K | Sell |
346
-204
| -37% | -$11.2K | 0.01% | 630 |
|
|
2018
Q4 | $29K | Buy |
+550
| New | +$30.6K | 0.01% | 480 |
|
Other funds holding UGI
VPM
VCM
SCM
