Truist Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
9,209
-1,899
| -17% | -$69.2K | ﹤0.01% | 2129 |
|
|
2025
Q1 | $367K | Buy |
+11,108
| New | +$367K | ﹤0.01% | 2025 |
|
|
2024
Q3 | – | Sell |
-17,683
| Closed | -$405K | – | 2716 |
|
|
2024
Q2 | $405K | Buy |
17,683
+7,813
| +79% | +$179K | ﹤0.01% | 2095 |
|
|
2024
Q1 | $242K | Sell |
9,870
-1,318
| -12% | -$32.3K | ﹤0.01% | 2392 |
|
|
2023
Q4 | $275K | Sell |
11,188
-1,342
| -11% | -$33K | ﹤0.01% | 2346 |
|
|
2023
Q3 | $288K | Sell |
12,530
-34,055
| -73% | -$783K | ﹤0.01% | 2264 |
|
|
2023
Q2 | $1.26M | Sell |
46,585
-3,706
| -7% | -$100K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $1.75M | Buy |
50,291
+95
| +0.2% | +$3.3K | ﹤0.01% | 1281 |
|
|
2022
Q4 | $1.86M | Sell |
50,196
-8,445
| -14% | -$313K | ﹤0.01% | 1244 |
|
|
2022
Q3 | $1.9M | Sell |
58,641
-17,576
| -23% | -$568K | ﹤0.01% | 1197 |
|
|
2022
Q2 | $2.94M | Buy |
76,217
+1,457
| +2% | +$56.3K | 0.01% | 1029 |
|
|
2022
Q1 | $2.71M | Sell |
74,760
-102,066
| -58% | -$3.7M | ﹤0.01% | 1159 |
|
|
2021
Q4 | $8.12M | Sell |
176,826
-54,988
| -24% | -$2.52M | 0.01% | 720 |
|
|
2021
Q3 | $9.88M | Buy |
231,814
+1,057
| +0.5% | +$45.1K | 0.02% | 635 |
|
|
2021
Q2 | $10.7M | Buy |
230,757
+38,849
| +20% | +$1.8M | 0.02% | 612 |
|
|
2021
Q1 | $7.87M | Buy |
191,908
+78,166
| +69% | +$3.21M | 0.01% | 678 |
|
|
2020
Q4 | $3.98M | Sell |
113,742
-4,746
| -4% | -$166K | 0.01% | 896 |
|
|
2020
Q3 | $3.91M | Buy |
118,488
+24,309
| +26% | +$802K | 0.01% | 812 |
|
|
2020
Q2 | $3M | Sell |
94,179
-17,806
| -16% | -$566K | 0.01% | 876 |
|
|
2020
Q1 | $2.99M | Sell |
111,985
-46,118
| -29% | -$1.23M | 0.01% | 824 |
|
|
2019
Q4 | $7.14M | Buy |
158,103
+98,144
| +164% | +$4.43M | 0.01% | 648 |
|
|
2019
Q3 | $3.02M | Sell |
59,959
-2,156
| -3% | -$108K | 0.05% | 294 |
|
|
2019
Q2 | $3.32M | Buy |
62,115
+1,339
| +2% | +$71.5K | 0.06% | 280 |
|
|
2019
Q1 | $3.37M | Sell |
60,776
-961
| -2% | -$53.3K | 0.06% | 277 |
|
|
2018
Q4 | $3.29M | Buy |
61,737
+2,957
| +5% | +$158K | 0.07% | 259 |
|
|
2018
Q3 | $3.26M | Sell |
58,780
-2,690
| -4% | -$149K | 0.06% | 292 |
|
|
2018
Q2 | $3.2M | Sell |
61,470
-6,874
| -10% | -$358K | 0.06% | 293 |
|
|
2018
Q1 | $3.04M | Sell |
68,344
-5,888
| -8% | -$261K | 0.06% | 297 |
|
|
2017
Q4 | $3.49M | Sell |
74,232
-8,859
| -11% | -$416K | 0.07% | 284 |
|
|
2017
Q3 | $3.89M | Sell |
83,091
-6,601
| -7% | -$309K | 0.08% | 273 |
|
|
2017
Q2 | $4.34M | Sell |
89,692
-49
| -0.1% | -$2.37K | 0.09% | 269 |
|
|
2017
Q1 | $4.43M | Buy |
89,741
+15,854
| +21% | +$783K | 0.09% | 254 |
|
|
2016
Q4 | $3.41M | Buy |
73,887
+57,119
| +341% | +$2.63M | 0.07% | 291 |
|
|
2016
Q3 | $759K | Sell |
16,768
-1,806
| -10% | -$81.7K | 0.02% | 515 |
|
|
2016
Q2 | $840K | Buy |
18,574
+8,935
| +93% | +$404K | 0.02% | 510 |
|
|
2016
Q1 | $388K | Buy |
9,639
+7,039
| +271% | +$283K | 0.01% | 586 |
|
|
2015
Q4 | $88K | Hold |
2,600
| – | – | ﹤0.01% | 756 |
|
|
2015
Q3 | $91K | Buy |
+2,600
| New | +$91K | ﹤0.01% | 792 |
|