PFG Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
12,596
+960
| +8% | +$35K | 0.03% | 558 |
|
|
2025
Q1 | $385K | Buy |
11,636
+6
| +0.1% | +$198 | 0.02% | 602 |
|
|
2024
Q4 | $328K | Sell |
11,630
-3,060
| -21% | -$86.4K | 0.02% | 661 |
|
|
2024
Q3 | $368K | Buy |
14,690
+7
| +0% | +$175 | 0.02% | 613 |
|
|
2024
Q2 | $336K | Sell |
14,683
-4,289
| -23% | -$98.2K | 0.02% | 606 |
|
|
2024
Q1 | $466K | Buy |
+18,972
| New | +$466K | 0.03% | 561 |
|