Summit Securities 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 | $30.9K | Buy |
+849
| New | +$30.9K | 0.01% | 508 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$11K | – | 757 |
|
|
2024
Q2 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 317 |
|
|
2024
Q1 | – | Sell |
-4,500
| Closed | -$111K | – | 720 |
|
|
2023
Q4 | $111K | Sell |
4,500
-500
| -10% | -$12.3K | 0.01% | 165 |
|
|
2023
Q3 | $115K | Buy |
+5,000
| New | +$115K | 0.01% | 91 |
|
|
2015
Q3 | – | Sell |
-1,425
| Closed | -$49K | – | 471 |
|
|
2015
Q2 | $49K | Buy |
+1,425
| New | +$49K | 0.02% | 202 |
|
|
2015
Q1 | – | Sell |
-1,500
| Closed | -$57K | – | 522 |
|
|
2014
Q4 | $57K | Hold |
1,500
| – | – | 0.02% | 290 |
|
|
2014
Q3 | $51K | Buy |
1,500
+750
| +100% | +$25.5K | 0.01% | 361 |
|
|
2014
Q2 | $25K | Buy |
+750
| New | +$25K | 0.01% | 338 |
|