A detailed history of Kestra Advisory Services, LLC transactions in Ugi Corp stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 14,848 shares of UGI stock, worth $362,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,848
Holding current value
$362,885
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$22.23 - $25.05 $330,071 - $371,942
14,848 New
14,848 $371,000
Q4 2022

Jan 31, 2023

BUY
$32.28 - $40.85 $220,569 - $279,128
6,833 New
6,833 $253,000
Q4 2021

Jan 20, 2022

SELL
$41.25 - $45.91 $205,342 - $228,539
-4,978 Closed
0 $0
Q3 2021

Oct 19, 2021

BUY
$42.18 - $48.09 $16,576 - $18,899
393 Added 8.57%
4,978 $212,000
Q2 2021

Jul 28, 2021

BUY
$41.25 - $47.88 $189,131 - $219,529
4,585 New
4,585 $212,000
Q1 2021

May 10, 2021

SELL
$34.79 - $41.84 $329,913 - $396,768
-9,483 Closed
0 $0
Q4 2020

Jan 20, 2021

BUY
$32.32 - $38.06 $306,490 - $360,922
9,483 New
9,483 $327 Million

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.12B
  • Description
  • UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...
More about UGI
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.