Stifel Financial’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 | $3.84M | Buy |
105,310
+47,861
| +83% | +$1.8M | ﹤0.01% | 1520 |
|
|
2025
Q4 | $2.15M | Sell |
57,449
-2,424
| -4% | -$85.8K | ﹤0.01% | 1876 |
|
|
2025
Q3 | $1.99M | Buy |
59,873
+382
| +0.6% | +$13.4K | ﹤0.01% | 1917 |
|
|
2025
Q2 | $2.17M | Buy |
59,491
+2,999
| +5% | +$103K | ﹤0.01% | 1788 |
|
|
2025
Q1 | $1.87M | Buy |
56,492
+32,520
| +136% | +$1.03M | ﹤0.01% | 1807 |
|
|
2024
Q4 | $677K | Sell |
23,972
-3,489
| -13% | -$90.6K | ﹤0.01% | 2501 |
|
|
2024
Q3 | $687K | Sell |
27,461
-1,544
| -5% | -$37.2K | ﹤0.01% | 2474 |
|
|
2024
Q2 | $664K | Sell |
29,005
-1,663
| -5% | -$40.3K | ﹤0.01% | 2433 |
|
|
2024
Q1 | $753K | Sell |
30,668
-11,216
| -27% | -$269K | ﹤0.01% | 2374 |
|
|
2023
Q4 | $1.03M | Sell |
41,884
-167,920
| -80% | -$3.7M | ﹤0.01% | 2130 |
|
|
2023
Q3 | $4.83M | Buy |
209,804
+8,907
| +4% | +$221K | 0.01% | 1044 |
|
|
2023
Q2 | $5.42M | Buy |
200,897
+16,626
| +9% | +$505K | 0.01% | 998 |
|
|
2023
Q1 | $6.41M | Buy |
184,271
+2,959
| +2% | +$112K | 0.01% | 886 |
|
|
2022
Q4 | $6.72M | Sell |
181,312
-6,815
| -4% | -$246K | 0.01% | 839 |
|
|
2022
Q3 | $6.08M | Buy |
188,127
+9,182
| +5% | +$362K | 0.01% | 848 |
|
|
2022
Q2 | $6.91M | Sell |
178,945
-19,890
| -10% | -$771K | 0.01% | 808 |
|
|
2022
Q1 | $7.2M | Buy |
198,835
+6,425
| +3% | +$257K | 0.01% | 864 |
|
|
2021
Q4 | $8.83M | Sell |
192,410
-47,999
| -20% | -$2.13M | 0.01% | 792 |
|
|
2021
Q3 | $10.2M | Sell |
240,409
-10,904
| -4% | -$498K | 0.02% | 707 |
|
|
2021
Q2 | $11.6M | Buy |
251,313
+5,162
| +2% | +$232K | 0.02% | 655 |
|
|
2021
Q1 | $10.1M | Buy |
246,151
+39,473
| +19% | +$1.53M | 0.02% | 653 |
|
|
2020
Q4 | $7.22M | Buy |
206,678
+54,954
| +36% | +$1.92M | 0.01% | 705 |
|
|
2020
Q3 | $5M | Buy |
151,724
+19,910
| +15% | +$660K | 0.01% | 762 |
|
|
2020
Q2 | $4.19M | Sell |
131,814
-80,635
| -38% | -$2.45M | 0.01% | 803 |
|
|
2020
Q1 | $5.77M | Buy |
212,449
+9,151
| +5% | +$347K | 0.02% | 621 |
|
|
2019
Q4 | $9.15M | Buy |
203,298
+90,863
| +81% | +$4.16M | 0.02% | 642 |
|
|
2019
Q3 | $5.66M | Buy |
112,435
+89,302
| +386% | +$4.46M | 0.01% | 791 |
|
|
2019
Q2 | $1.24M | Sell |
23,133
-1,752
| -7% | -$93.2K | ﹤0.01% | 1669 |
|
|
2019
Q1 | $1.38M | Buy |
24,885
+2,855
| +13% | +$156K | ﹤0.01% | 1466 |
|
|
2018
Q4 | $1.18M | Sell |
22,030
-3,102
| -12% | -$172K | ﹤0.01% | 1430 |
|
|
2018
Q3 | $1.39M | Sell |
25,132
-2,143
| -8% | -$115K | ﹤0.01% | 1468 |
|
|
2018
Q2 | $1.42M | Sell |
27,275
-105
| -0.4% | -$5.09K | ﹤0.01% | 1408 |
|
|
2018
Q1 | $1.21M | Buy |
27,380
+4,221
| +18% | +$189K | ﹤0.01% | 1444 |
|
|
2017
Q4 | $1.08M | Buy |
23,159
+11,470
| +98% | +$548K | ﹤0.01% | 1479 |
|
|
2017
Q3 | $548K | Buy |
11,689
+79
| +0.7% | +$3.86K | ﹤0.01% | 1829 |
|
|
2017
Q2 | $559K | Buy |
11,610
+1,559
| +16% | +$77.5K | ﹤0.01% | 1808 |
|
|
2017
Q1 | $495K | Buy |
10,051
+37
| +0.4% | +$1.76K | ﹤0.01% | 1821 |
|
|
2016
Q4 | $462K | Buy |
10,014
+1,311
| +15% | +$58.7K | ﹤0.01% | 1823 |
|
|
2016
Q3 | $395K | Sell |
8,703
-49,734
| -85% | -$2.27M | ﹤0.01% | 1848 |
|
|
2016
Q2 | $2.64M | Sell |
58,437
-10,691
| -15% | -$451K | 0.01% | 875 |
|
|
2016
Q1 | $2.79M | Sell |
69,128
-8,050
| -10% | -$292K | 0.01% | 790 |
|
|
2015
Q4 | $2.6M | Buy |
77,178
+926
| +1% | +$32.1K | 0.01% | 836 |
|
|
2015
Q3 | $2.66M | Sell |
76,252
-3,001
| -4% | -$105K | 0.01% | 793 |
|
|
2015
Q2 | $2.73M | Sell |
79,253
-4,968
| -6% | -$176K | 0.01% | 831 |
|
|
2015
Q1 | $2.74M | Sell |
84,221
-5,099
| -6% | -$179K | 0.02% | 810 |
|
|
2014
Q4 | $3.39M | Buy |
89,320
+4,619
| +5% | +$170K | 0.02% | 702 |
|
|
2014
Q3 | $2.89M | Buy |
84,701
+12,542
| +17% | +$427K | 0.03% | 651 |
|
|
2014
Q2 | $2.43M | Sell |
72,159
-3,174
| -4% | -$100K | 0.02% | 697 |
|
|
2014
Q1 | $2.29M | Buy |
+75,333
| New | +$2.17M | 0.02% | 703 |
|
Other funds holding UGI
VPM
VCM
SCM
