Sonora Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | $272K | Sell |
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|
2019
Q4 | $2.94M | Buy |
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|
2019
Q3 | $2.58M | Buy |
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|
2019
Q2 | $2.03M | Buy |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $237K | Buy |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $98K | Hold |
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|
2018
Q1 | $83.3K | Hold |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $87.9K | Hold |
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|
2017
Q2 | $90.8K | Hold |
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|
2017
Q1 | $92.6K | Hold |
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|
2016
Q4 | $86.4K | Hold |
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|
2016
Q3 | $84.8K | Hold |
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|
2016
Q2 | $84.8K | Hold |
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|
2016
Q1 | $74.9K | Hold |
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|
2015
Q4 | $63K | Hold |
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|
2015
Q3 | $63K | Buy |
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