Spirit of America Management Corp’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Hold |
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|
2025
Q2 | $364K | Hold |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $395K | Hold |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.96M | Hold |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.19M | Sell |
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|
2021
Q4 | $5.18M | Sell |
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|
2021
Q3 | $5.11M | Sell |
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|
2021
Q2 | $5.69M | Hold |
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|
2021
Q1 | $5.04M | Sell |
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|
2020
Q4 | $4.33M | Sell |
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|
2020
Q3 | $4.12M | Hold |
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|
2020
Q2 | $3.97M | Hold |
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|
2020
Q1 | $3.33M | Sell |
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|
2019
Q4 | $5.74M | Sell |
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|
2019
Q3 | $6.68M | Buy |
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|
2019
Q2 | $5.19M | Hold |
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|
2019
Q1 | $5.39M | Sell |
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|
2018
Q4 | $6.51M | Hold |
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|
2018
Q3 | $6.77M | Hold |
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|
2018
Q2 | $6.35M | Hold |
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|
2018
Q1 | $5.42M | Buy |
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|
2017
Q4 | $5.46M | Hold |
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|
2017
Q3 | $5.45M | Sell |
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|
2017
Q2 | $5.88M | Buy |
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|
2017
Q1 | $5.67M | Hold |
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|
2016
Q4 | $5.29M | Buy |
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|
2016
Q3 | $4.87M | Buy |
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|
2016
Q2 | $4.21M | Buy |
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|
2016
Q1 | $2.79M | Buy |
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|
2015
Q4 | $574K | Hold |
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|
2015
Q3 | $592K | Buy |
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