Sequoia Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
9,585
-621
| -6% | -$22.6K | ﹤0.01% | 1169 |
|
|
2025
Q1 | $338K | Buy |
+10,206
| New | +$338K | ﹤0.01% | 1003 |
|
|
2020
Q1 | – | Sell |
-5,227
| Closed | -$236K | – | 409 |
|
|
2019
Q4 | $236K | Hold |
5,227
| – | – | 0.02% | 336 |
|
|
2019
Q3 | $263K | Buy |
5,227
+318
| +6% | +$16K | 0.02% | 296 |
|
|
2019
Q2 | $262K | Hold |
4,909
| – | – | 0.02% | 301 |
|
|
2019
Q1 | $272K | Hold |
4,909
| – | – | 0.02% | 289 |
|
|
2018
Q4 | $262K | Hold |
4,909
| – | – | 0.03% | 235 |
|
|
2018
Q3 | $272K | Hold |
4,909
| – | – | 0.03% | 247 |
|
|
2018
Q2 | $256K | Sell |
4,909
-25
| -0.5% | -$1.3K | 0.03% | 255 |
|
|
2018
Q1 | $219K | Hold |
4,934
| – | – | 0.02% | 272 |
|
|
2017
Q4 | $232K | Hold |
4,934
| – | – | 0.02% | 260 |
|
|
2017
Q3 | $231K | Hold |
4,934
| – | – | 0.03% | 248 |
|
|
2017
Q2 | $239K | Buy |
4,934
+25
| +0.5% | +$1.21K | 0.03% | 236 |
|
|
2017
Q1 | $243K | Hold |
4,909
| – | – | 0.03% | 230 |
|
|
2016
Q4 | $226K | Hold |
4,909
| – | – | 0.03% | 242 |
|
|
2016
Q3 | $222K | Buy |
+4,909
| New | +$222K | 0.04% | 213 |
|