Principal Securities’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4K | Buy |
807
+43
| +6% | +$1.57K | ﹤0.01% | 2140 |
|
|
2025
Q1 | $21.6K | Hold |
764
| – | – | ﹤0.01% | 2153 |
|
|
2024
Q4 | $21.6K | Sell |
764
-733
| -49% | -$20.7K | ﹤0.01% | 2149 |
|
|
2024
Q3 | $37.5K | Buy |
1,497
+40
| +3% | +$1K | ﹤0.01% | 1813 |
|
|
2024
Q2 | $33.4K | Buy |
1,457
+709
| +95% | +$16.2K | ﹤0.01% | 1812 |
|
|
2024
Q1 | $18.4K | Hold |
748
| – | – | ﹤0.01% | 2048 |
|
|
2023
Q4 | $18.4K | Buy |
+748
| New | +$18.4K | ﹤0.01% | 1969 |
|