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Security National Bank’s UGI UGI Stock Holding History

Security National Bank’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 		$110K Buy
3,018
+122
+4% +$4.44K 0.02% 163
2025
Q1 		$95.8K Hold
2,896
– – 0.02% 164
2024
Q4 		$81.8K Buy
+2,896
New +$81.8K 0.01% 171