United Community Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67.9K | Sell |
1,865
-190
| -9% | -$6.92K | 0.02% | 280 |
|
2025
Q1 | $68K | Buy |
2,055
+1,210
| +143% | +$40K | 0.03% | 289 |
|
2024
Q4 | $23.9K | Hold |
845
| – | – | 0.01% | 317 |
|
2024
Q3 | $21.1K | Buy |
845
+90
| +12% | +$2.25K | 0.01% | 315 |
|
2024
Q2 | $17.3K | Hold |
755
| – | – | 0.01% | 339 |
|
2024
Q1 | $18.5K | Buy |
755
+105
| +16% | +$2.58K | 0.01% | 312 |
|
2023
Q4 | $16K | Hold |
650
| – | – | 0.01% | 326 |
|
2023
Q3 | $15K | Buy |
650
+185
| +40% | +$4.26K | 0.01% | 305 |
|
2023
Q2 | $12.5K | Hold |
465
| – | – | 0.01% | 211 |
|
2023
Q1 | $16.2K | Hold |
465
| – | – | 0.02% | 199 |
|
2022
Q4 | $17.2K | Sell |
465
-50
| -10% | -$1.85K | 0.02% | 210 |
|
2022
Q3 | $16.7K | Hold |
515
| – | – | 0.02% | 203 |
|
2022
Q2 | $19.9K | Buy |
515
+205
| +66% | +$7.92K | 0.02% | 203 |
|
2022
Q1 | $11.2K | Buy |
+310
| New | +$11.2K | 0.01% | 229 |
|