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RD Lewis Holdings’s UGI UGI Stock Holding History

RD Lewis Holdings’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$467K Sell
13,163
-80
-0.6% -$2.84K 0.47% 52
2025
Q1 		$443K Sell
13,243
-210
-2% -$7.02K 0.5% 52
2024
Q4 		$430K Buy
+13,453
New +$430K 0.47% 52