Steward Partners Investment Advisory’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 | $2.07M | Sell |
56,736
-13,335
| -19% | -$502K | 0.01% | 841 |
|
|
2025
Q4 | $2.62M | Sell |
70,071
-2,376
| -3% | -$84.1K | 0.01% | 676 |
|
|
2025
Q3 | $2.41M | Sell |
72,447
-33
| -0% | -$1.15K | 0.01% | 710 |
|
|
2025
Q2 | $2.64M | Buy |
72,480
+31,068
| +75% | +$1.07M | 0.02% | 617 |
|
|
2025
Q1 | $1.37M | Buy |
41,412
+24,153
| +140% | +$765K | 0.01% | 794 |
|
|
2024
Q4 | $487K | Buy |
17,259
+15,905
| +1,175% | +$413K | ﹤0.01% | 1174 |
|
|
2024
Q3 | $33.9K | Sell |
1,354
-2,494
| -65% | -$60.1K | ﹤0.01% | 2425 |
|
|
2024
Q2 | $88.1K | Buy |
3,848
+2,908
| +309% | +$70.5K | ﹤0.01% | 1845 |
|
|
2024
Q1 | $23.1K | Sell |
940
-286
| -23% | -$6.87K | ﹤0.01% | 2462 |
|
|
2023
Q4 | $30.2K | Buy |
1,226
+491
| +67% | +$10.8K | ﹤0.01% | 2200 |
|
|
2023
Q3 | $16.9K | Sell |
735
-1,944
| -73% | -$48.2K | ﹤0.01% | 2395 |
|
|
2023
Q2 | $72.3K | Sell |
2,679
-7,517
| -74% | -$228K | ﹤0.01% | 1732 |
|
|
2023
Q1 | $354K | Buy |
10,196
+213
| +2% | +$8.07K | 0.01% | 1052 |
|
|
2022
Q4 | $370K | Sell |
9,983
-27
| -0.3% | -$976 | 0.01% | 1006 |
|
|
2022
Q3 | $324K | Buy |
10,010
+1,119
| +13% | +$44.1K | 0.01% | 1006 |
|
|
2022
Q2 | $343K | Sell |
8,891
-1,440
| -14% | -$55.8K | 0.01% | 984 |
|
|
2022
Q1 | $374K | Buy |
10,331
+7,663
| +287% | +$307K | 0.01% | 1033 |
|
|
2021
Q4 | $122K | Buy |
2,668
+227
| +9% | +$10.1K | ﹤0.01% | 1511 |
|
|
2021
Q3 | $104K | Buy |
2,441
+823
| +51% | +$37.6K | ﹤0.01% | 1528 |
|
|
2021
Q2 | $75K | Sell |
1,618
-3,936
| -71% | -$177K | ﹤0.01% | 2644 |
|
|
2021
Q1 | $228K | Buy |
5,554
+3,589
| +183% | +$139K | ﹤0.01% | 1237 |
|
|
2020
Q4 | $69K | Sell |
1,965
-511
| -21% | -$17.9K | ﹤0.01% | 1520 |
|
|
2020
Q3 | $82K | Buy |
2,476
+101
| +4% | +$3.35K | ﹤0.01% | 1296 |
|
|
2020
Q2 | $76K | Sell |
2,375
-39
| -2% | -$1.18K | ﹤0.01% | 1259 |
|
|
2020
Q1 | $64K | Buy |
2,414
+635
| +36% | +$24.1K | ﹤0.01% | 1181 |
|
|
2019
Q4 | $80K | Buy |
1,779
+297
| +20% | +$13.6K | ﹤0.01% | 1212 |
|
|
2019
Q3 | $74K | Buy |
1,482
+1,353
| +1,049% | +$67.6K | ﹤0.01% | 1203 |
|
|
2019
Q2 | $6K | Buy |
+129
| New | +$6.87K | ﹤0.01% | 2179 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$1K | – | 2081 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 2534 |
|
|
2018
Q2 | $1K | Buy |
+24
| New | +$1.16K | ﹤0.01% | 2399 |
|
Other funds holding UGI
VPM
VCM
SCM
