Sonora Investment Management Group’s UGI UGI Stock Holding History

Sonora Investment Management Group’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$224K	Sell
2025 Q1	$211K	Buy
2022 Q4	–	Sell
2022 Q3	$250K	Hold
2022 Q2	$250K	Buy
2022 Q1	$232K	Sell
2021 Q4	$309K	Buy