Yousif Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
79,372
-1,926
| -2% | -$70.1K | 0.03% | 540 |
|
|
2025
Q1 | $2.69M | Sell |
81,298
-2,078
| -2% | -$68.7K | 0.03% | 554 |
|
|
2024
Q4 | $2.35M | Sell |
83,376
-1,744
| -2% | -$49.2K | 0.03% | 656 |
|
|
2024
Q3 | $2.13M | Sell |
85,120
-9,061
| -10% | -$227K | 0.02% | 736 |
|
|
2024
Q2 | $2.16M | Sell |
94,181
-7,475
| -7% | -$171K | 0.02% | 728 |
|
|
2024
Q1 | $2.49M | Sell |
101,656
-1,475
| -1% | -$36.2K | 0.03% | 686 |
|
|
2023
Q4 | $2.54M | Buy |
103,131
+678
| +0.7% | +$16.7K | 0.03% | 655 |
|
|
2023
Q3 | $2.36M | Sell |
102,453
-4,530
| -4% | -$104K | 0.03% | 640 |
|
|
2023
Q2 | $2.89M | Sell |
106,983
-3,875
| -3% | -$105K | 0.04% | 578 |
|
|
2023
Q1 | $3.85M | Sell |
110,858
-1,145
| -1% | -$39.8K | 0.05% | 408 |
|
|
2022
Q4 | $4.15M | Buy |
112,003
+554
| +0.5% | +$20.5K | 0.05% | 375 |
|
|
2022
Q3 | $3.6M | Sell |
111,449
-10,966
| -9% | -$355K | 0.05% | 395 |
|
|
2022
Q2 | $4.73M | Buy |
122,415
+5,225
| +4% | +$202K | 0.06% | 305 |
|
|
2022
Q1 | $4.25M | Buy |
117,190
+2,254
| +2% | +$81.6K | 0.05% | 440 |
|
|
2021
Q4 | $5.28M | Buy |
+114,936
| New | +$5.28M | 0.05% | 369 |
|