Stonebridge Financial Group’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,078	Closed	-$68.7K	–	889
2025 Q1	$68.7K	Hold	2,078	–	–	0.01%	343
2024 Q4	$58.7K	Buy	+2,078	New	+$58.7K	0.01%	360