Raymond James Financial’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.8M Buy
322,968
+38,041
+13% +$1.39M ﹤0.01% 1742
2025
Q1
$9.42M Buy
284,927
+43,342
+18% +$1.43M ﹤0.01% 1852
2024
Q4
$6.82M Buy
+241,585
New +$6.82M ﹤0.01% 2117