Sigma Planning Corp’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
7,766
-161
| -2% | -$5.86K | 0.01% | 1017 |
|
|
2025
Q1 | $262K | Sell |
7,927
-1,848
| -19% | -$61.1K | 0.01% | 1006 |
|
|
2024
Q4 | $276K | Sell |
9,775
-406
| -4% | -$11.5K | 0.01% | 965 |
|
|
2024
Q3 | $255K | Sell |
10,181
-1,831
| -15% | -$45.8K | 0.01% | 1022 |
|
|
2024
Q2 | $275K | Buy |
12,012
+694
| +6% | +$15.9K | 0.01% | 958 |
|
|
2024
Q1 | $278K | Buy |
+11,318
| New | +$278K | 0.01% | 994 |
|
|
2023
Q2 | – | Sell |
-7,507
| Closed | -$261K | – | 1350 |
|
|
2023
Q1 | $261K | Buy |
+7,507
| New | +$261K | 0.01% | 1056 |
|
|
2022
Q2 | – | Sell |
-17,104
| Closed | -$620K | – | 1416 |
|
|
2022
Q1 | $620K | Buy |
+17,104
| New | +$620K | 0.02% | 746 |
|
|
2015
Q1 | – | Sell |
-9,620
| Closed | -$365K | – | 788 |
|
|
2014
Q4 | $365K | Buy |
+9,620
| New | +$365K | 0.05% | 431 |
|