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St. James Investment Company’s UGI UGI Stock Holding History

St. James Investment Company’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.75M Buy
240,130
+1,270
+0.5% +$46.3K 1.41% 23
2025
Q1 		$7.9M Buy
+238,860
New +$7.9M 1.32% 22