Zions Bancorporation’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-24
| Closed | -$647 | – | 917 |
|
2023
Q2 | $647 | Sell |
24
-73
| -75% | -$1.97K | ﹤0.01% | 862 |
|
2023
Q1 | $3.37K | Hold |
97
| – | – | ﹤0.01% | 776 |
|
2022
Q4 | $3.6K | Hold |
97
| – | – | ﹤0.01% | 901 |
|
2022
Q3 | $3K | Hold |
97
| – | – | ﹤0.01% | 847 |
|
2022
Q2 | $4K | Sell |
97
-153
| -61% | -$6.31K | ﹤0.01% | 910 |
|
2022
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 848 |
|
2021
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 734 |
|
2021
Q3 | $11K | Hold |
250
| – | – | ﹤0.01% | 716 |
|
2021
Q2 | $12K | Sell |
250
-51
| -17% | -$2.45K | ﹤0.01% | 698 |
|
2021
Q1 | $12K | Buy |
301
+204
| +210% | +$8.13K | ﹤0.01% | 671 |
|
2020
Q4 | $3K | Hold |
97
| – | – | ﹤0.01% | 850 |
|
2020
Q3 | $3K | Sell |
97
-9
| -8% | -$278 | ﹤0.01% | 897 |
|
2020
Q2 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 817 |
|
2017
Q4 | – | Sell |
-58
| Closed | -$3K | – | 949 |
|
2017
Q3 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 988 |
|