Sigma Planning Corp’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 | $283K | Sell |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $620K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $365K | Buy |
|