Sonora Investment Management Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
6,145
-224
| -4% | -$8.16K | 0.02% | 251 |
|
|
2025
Q1 | $211K | Buy |
+6,369
| New | +$211K | 0.02% | 264 |
|
|
2022
Q4 | – | Sell |
-6,470
| Closed | -$250K | – | 278 |
|
|
2022
Q3 | $250K | Hold |
6,470
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $250K | Buy |
6,470
+65
| +1% | +$2.51K | 0.02% | 205 |
|
|
2022
Q1 | $232K | Sell |
6,405
-335
| -5% | -$12.1K | 0.03% | 188 |
|
|
2021
Q4 | $309K | Buy |
+6,740
| New | +$309K | 0.04% | 168 |
|