V2 Financial group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
11,322
-2,390
| -17% | -$87K | 0.25% | 51 |
|
|
2025
Q1 | $453K | Sell |
13,712
-1,788
| -12% | -$59.1K | 0.29% | 48 |
|
|
2024
Q4 | $438K | Buy |
15,500
+1,534
| +11% | +$43.3K | 0.27% | 50 |
|
|
2024
Q3 | $349K | Buy |
13,966
+567
| +4% | +$14.2K | 0.23% | 51 |
|
|
2024
Q2 | $331K | Buy |
13,399
+1,573
| +13% | +$38.9K | 0.22% | 51 |
|
|
2024
Q1 | $290K | Sell |
11,826
-289
| -2% | -$7.09K | 0.2% | 50 |
|
|
2023
Q4 | $298K | Sell |
12,115
-918
| -7% | -$22.6K | 0.21% | 47 |
|
|
2023
Q3 | $300K | Buy |
13,033
+3,803
| +41% | +$87.5K | 0.22% | 46 |
|
|
2023
Q2 | $249K | Buy |
9,230
+1,200
| +15% | +$32.4K | 0.18% | 50 |
|
|
2023
Q1 | $279K | Hold |
8,030
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $298K | Hold |
8,030
| – | – | 0.24% | 50 |
|
|
2022
Q3 | $260K | Hold |
8,030
| – | – | 0.23% | 51 |
|
|
2022
Q2 | $310K | Hold |
8,030
| – | – | 0.25% | 45 |
|
|
2022
Q1 | $291K | Buy |
+8,030
| New | +$291K | 0.22% | 52 |
|