A detailed history of Sequoia Financial Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 10,206 shares of UGI stock, worth $334,246. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,206
Holding current value
$334,246
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$28.0 - $34.16 $285,768 - $348,636
10,206 New
10,206 $337,000
Q1 2020

May 11, 2020

SELL
$22.92 - $44.76 $119,802 - $233,960
-5,227 Closed
0 $0
Q3 2019

Oct 22, 2019

BUY
$46.5 - $53.99 $14,787 - $17,168
318 Added 6.48%
5,227 $263,000
Q2 2018

Aug 14, 2018

SELL
$43.95 - $52.24 $1,098 - $1,306
-25 Reduced 0.51%
4,909 $256,000
Q2 2017

Aug 09, 2017

BUY
N/A
4,934
4,934 $239,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $6.86B
  • 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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.