Raleigh Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401 | Buy |
+11
| New | +$401 | ﹤0.01% | 504 |
|
|
2024
Q1 | – | Sell |
-40
| Closed | -$984 | – | 1179 |
|
|
2023
Q4 | $984 | Buy |
+40
| New | +$984 | ﹤0.01% | 942 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$2K | – | 852 |
|
|
2022
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 551 |
|
|
2022
Q1 | – | Sell |
-111
| Closed | -$5K | – | 686 |
|
|
2021
Q4 | $5K | Buy |
+111
| New | +$5K | 0.01% | 242 |
|