Truist Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Buy |
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|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.9M | Sell |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $8.12M | Sell |
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|
2021
Q3 | $9.88M | Buy |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $7.87M | Buy |
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|
2020
Q4 | $3.98M | Sell |
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|
2020
Q3 | $3.91M | Buy |
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|
2020
Q2 | $3M | Sell |
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|
2020
Q1 | $2.99M | Sell |
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|
2019
Q4 | $7.14M | Buy |
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|
2019
Q3 | $3.02M | Sell |
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|
2019
Q2 | $3.32M | Buy |
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|
2019
Q1 | $3.37M | Sell |
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|
2018
Q4 | $3.29M | Buy |
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|
2018
Q3 | $3.26M | Sell |
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|
2018
Q2 | $3.2M | Sell |
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|
2018
Q1 | $3.04M | Sell |
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|
2017
Q4 | $3.49M | Sell |
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|
2017
Q3 | $3.89M | Sell |
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|
2017
Q2 | $4.34M | Sell |
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|
2017
Q1 | $4.43M | Buy |
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|
2016
Q4 | $3.4M | Buy |
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|
2016
Q3 | $759K | Sell |
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|
2016
Q2 | $840K | Buy |
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|
2016
Q1 | $388K | Buy |
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|
2015
Q4 | $88K | Hold |
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|
2015
Q3 | $91K | Buy |
|