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Sourcerock Group’s UGI UGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.6M Sell
564,607
-161,789
-22% -$5.89M 1.07% 23
2025
Q1
$24M Sell
726,396
-298,604
-29% -$9.87M 1.35% 15
2024
Q4
$28.9M Buy
1,025,000
+720,700
+237% +$20.3M 2.05% 12
2024
Q3
$7.61M Buy
+304,300
New +$7.61M 0.62% 26