SignatureFD’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
6,832
-9
| -0.1% | -$328 | ﹤0.01% | 806 |
|
|
2025
Q1 | $226K | Buy |
6,841
+1
| +0% | +$33 | ﹤0.01% | 821 |
|
|
2024
Q4 | $193K | Sell |
6,840
-1,045
| -13% | -$29.5K | ﹤0.01% | 890 |
|
|
2024
Q3 | $197K | Buy |
7,885
+531
| +7% | +$13.3K | ﹤0.01% | 870 |
|
|
2024
Q2 | $168K | Sell |
7,354
-1,546
| -17% | -$35.4K | ﹤0.01% | 895 |
|
|
2024
Q1 | $218K | Buy |
8,900
+2,269
| +34% | +$55.7K | ﹤0.01% | 796 |
|
|
2023
Q4 | $163K | Sell |
6,631
-4,601
| -41% | -$113K | ﹤0.01% | 886 |
|
|
2023
Q3 | $258K | Buy |
11,232
+7,306
| +186% | +$168K | 0.01% | 650 |
|
|
2023
Q2 | $106K | Sell |
3,926
-320
| -8% | -$8.63K | ﹤0.01% | 1029 |
|
|
2023
Q1 | $148K | Sell |
4,246
-481
| -10% | -$16.7K | ﹤0.01% | 847 |
|
|
2022
Q4 | $175K | Buy |
4,727
+660
| +16% | +$24.5K | 0.01% | 752 |
|
|
2022
Q3 | $131K | Buy |
4,067
+204
| +5% | +$6.57K | ﹤0.01% | 834 |
|
|
2022
Q2 | $149K | Sell |
3,863
-163
| -4% | -$6.29K | 0.01% | 804 |
|
|
2022
Q1 | $146K | Buy |
4,026
+96
| +2% | +$3.48K | ﹤0.01% | 859 |
|
|
2021
Q4 | $180K | Buy |
3,930
+229
| +6% | +$10.5K | 0.01% | 762 |
|
|
2021
Q3 | $158K | Buy |
3,701
+12
| +0.3% | +$512 | 0.01% | 790 |
|
|
2021
Q2 | $171K | Buy |
3,689
+922
| +33% | +$42.7K | 0.01% | 728 |
|
|
2021
Q1 | $113K | Sell |
2,767
-3
| -0.1% | -$123 | 0.01% | 822 |
|
|
2020
Q4 | $97K | Buy |
2,770
+111
| +4% | +$3.89K | ﹤0.01% | 797 |
|
|
2020
Q3 | $88K | Sell |
2,659
-1,216
| -31% | -$40.2K | ﹤0.01% | 755 |
|
|
2020
Q2 | $123K | Buy |
3,875
+1,697
| +78% | +$53.9K | 0.01% | 615 |
|
|
2020
Q1 | $58K | Buy |
2,178
+2,085
| +2,242% | +$55.5K | 0.01% | 838 |
|
|
2019
Q4 | $4K | Sell |
93
-480
| -84% | -$20.6K | ﹤0.01% | 1715 |
|
|
2019
Q3 | $29K | Buy |
573
+391
| +215% | +$19.8K | ﹤0.01% | 1109 |
|
|
2019
Q2 | $10K | Buy |
182
+22
| +14% | +$1.21K | ﹤0.01% | 1416 |
|
|
2019
Q1 | $9K | Buy |
160
+50
| +45% | +$2.81K | ﹤0.01% | 1450 |
|
|
2018
Q4 | $6K | Hold |
110
| – | – | ﹤0.01% | 1503 |
|
|
2018
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 1513 |
|
|
2018
Q2 | $6K | Buy |
110
+23
| +26% | +$1.26K | ﹤0.01% | 1525 |
|
|
2018
Q1 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 1450 |
|
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 1526 |
|
|
2016
Q1 | $0 | Sell |
8
-16
| -67% | – | ﹤0.01% | 1449 |
|
|
2015
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1228 |
|
|
2015
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1167 |
|
|
2015
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 992 |
|
|
2015
Q1 | $1K | Buy |
24
+8
| +50% | +$333 | ﹤0.01% | 897 |
|
|
2014
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 810 |
|
|
2014
Q3 | $1K | Sell |
16
-8
| -33% | -$500 | ﹤0.01% | 651 |
|
|
2014
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 817 |
|