Riggs Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
|
|||||
|
2025
Q1 | $108K | Buy |
|
|||||
|
2024
Q4 | $85.5K | Hold |
|
|||||
|
2024
Q3 | $76K | Hold |
|
|||||
|
2024
Q2 | $69.5K | Hold |
|
|||||
|
2024
Q1 | $74.5K | Hold |
|
|||||
|
2023
Q4 | $74.7K | Hold |
|
|||||
|
2023
Q3 | $69.9K | Hold |
|
|||||
|
2023
Q2 | $81.9K | Hold |
|
|||||
|
2023
Q1 | $106K | Hold |
|
|||||
|
2022
Q4 | $113K | Hold |
|
|||||
|
2022
Q3 | $98K | Sell |
|
|||||
|
2022
Q2 | $125K | Hold |
|
|||||
|
2022
Q1 | $117K | Hold |
|
|||||
|
2021
Q4 | $149K | Hold |
|
|||||
|
2021
Q3 | $138K | Hold |
|
|||||
|
2021
Q2 | $150K | Hold |
|
|||||
|
2021
Q1 | $133K | Hold |
|
|||||
|
2020
Q4 | $113K | Sell |
|
|||||
|
2020
Q3 | $111K | Sell |
|
|||||
|
2020
Q2 | $117K | Hold |
|
|||||
|
2020
Q1 | $98K | Hold |
|
|||||
|
2019
Q4 | $166K | Hold |
|
|||||
|
2019
Q3 | $184K | Hold |
|
|||||
|
2019
Q2 | $197K | Hold |
|
|||||
|
2019
Q1 | $203K | Hold |
|
|||||
|
2018
Q4 | $196K | Sell |
|
|||||
|
2018
Q3 | $206K | Hold |
|
|||||
|
2018
Q2 | $194K | Hold |
|
|||||
|
2018
Q1 | $165K | Hold |
|
|||||
|
2017
Q4 | $175K | Sell |
|
|||||
|
2017
Q3 | $177K | Hold |
|
|||||
|
2017
Q2 | $182K | Hold |
|
|||||
|
2017
Q1 | $186K | Hold |
|
|||||
|
2016
Q4 | $174K | Hold |
|
|||||
|
2016
Q3 | $170K | Hold |
|
|||||
|
2016
Q2 | $171K | Sell |
|
|||||
|
2016
Q1 | $159K | Hold |
|
|||||
|
2015
Q4 | $133K | Hold |
|
|||||
|
2015
Q3 | $137K | Hold |
|
|||||
|
2015
Q2 | $136K | Hold |
|
|||||
|
2015
Q1 | $129K | Hold |
|
|||||
|
2014
Q4 | $150K | Hold |
|
|||||
|
2014
Q3 | $134K | Buy |
|