Sound Income Strategies’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.6K | Sell |
2,735
-104
| -4% | -$3.91K | ﹤0.01% | 609 |
|
|
2025
Q4 | $107K | Buy |
2,839
+6
| +0.2% | +$212 | 0.01% | 562 |
|
|
2025
Q3 | $90.4K | Sell |
2,833
-315
| -10% | -$11K | ﹤0.01% | 421 |
|
|
2025
Q2 | $115K | Buy |
3,148
+393
| +14% | +$13.5K | 0.01% | 363 |
|
|
2025
Q1 | $91.1K | Buy |
2,755
+2,675
| +3,344% | +$84.7K | 0.01% | 407 |
|
|
2024
Q4 | $2.26K | Hold |
80
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1129 |
|
|
2024
Q2 | $1.83K | Sell |
80
-5
| -6% | -$121 | ﹤0.01% | 1111 |
|
|
2024
Q1 | $2.09K | Hold |
85
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q4 | $2.09K | Buy |
85
+5
| +6% | +$110 | ﹤0.01% | 1052 |
|
|
2023
Q3 | $1.84K | Hold |
80
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $2.16K | Hold |
80
| – | – | ﹤0.01% | 877 |
|
|
2023
Q1 | $2.78K | Hold |
80
| – | – | ﹤0.01% | 790 |
|
|
2022
Q4 | $2.97K | Hold |
80
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 665 |
|
|
2022
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 678 |
|
|
2022
Q1 | $3K | Buy |
+80
| New | +$3.2K | ﹤0.01% | 693 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 891 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 919 |
|
|
2020
Q2 | – | Sell |
-36
| Closed | -$1K | – | 880 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
|
2019
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 586 |
|
|
2019
Q3 | $2K | Buy |
+36
| New | +$1.8K | ﹤0.01% | 551 |
|
Other funds holding UGI
VPM
VCM
SCM
