Tompkins Financial’s UGI UGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$46K	Sell	1,262 -1,262	-50%	-$46K	﹤0.01%	322
2025 Q1	$83.5K	Hold	2,524	–	–	0.01%	276
2024 Q4	$71.3K	Hold	2,524	–	–	0.01%	287
2024 Q3	$63.2K	Hold	2,524	–	–	0.01%	312
2024 Q2	$57.8K	Hold	2,524	–	–	0.01%	328
2024 Q1	$61.9K	Hold	2,524	–	–	0.01%	329
2023 Q4	$62.1K	Hold	2,524	–	–	0.01%	322
2023 Q3	$58.1K	Hold	2,524	–	–	0.01%	309
2023 Q2	$68.1K	Hold	2,524	–	–	0.01%	304
2023 Q1	$87.7K	Hold	2,524	–	–	0.01%	277
2022 Q4	$94K	Hold	2,524	–	–	0.01%	273
2022 Q3	$82K	Hold	2,524	–	–	0.01%	287
2022 Q2	$97K	Hold	2,524	–	–	0.02%	269
2022 Q1	$91K	Sell	2,524 -400	-14%	-$14.4K	0.01%	296
2021 Q4	$134K	Hold	2,924	–	–	0.02%	161
2021 Q3	$125K	Buy	+2,924	New	+$125K	0.02%	167
2021 Q1	$120K	Hold	2,924	–	–	0.02%	168
2020 Q4	$102K	Sell	2,924 -176	-6%	-$6.14K	0.02%	172
2020 Q3	$102K	Hold	3,100	–	–	0.02%	182
2020 Q2	$99K	Hold	3,100	–	–	0.02%	181
2020 Q1	$83K	Hold	3,100	–	–	0.02%	191
2019 Q4	$140K	Buy	+3,100	New	+$140K	0.03%	179
2019 Q2	–	Sell	-212	Closed	-$12K	–	401
2019 Q1	$12K	Hold	212	–	–	﹤0.01%	343
2018 Q4	$11K	Sell	212 -134	-39%	-$6.95K	﹤0.01%	336
2018 Q3	$19K	Sell	346 -149	-30%	-$8.18K	﹤0.01%	325
2018 Q2	$26K	Hold	495	–	–	0.01%	317
2018 Q1	$22K	Buy	495 +341	+221%	+$15.2K	﹤0.01%	317
2017 Q4	$7K	Buy	154 +74	+93%	+$3.36K	﹤0.01%	337
2017 Q3	$4K	Buy	+80	New	+$4K	﹤0.01%	380