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Symphony Financial’s UGI UGI Stock Holding History

Symphony Financial’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-56,345
Closed -$1.4M – 247
2024
Q3 		$1.4M Buy
+56,345
New +$1.4M 0.23% 84