Bank of America’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
65,981
-10,328
| -14% | -$20.1K | ﹤0.01% | 5423 |
|
|
2025
Q1 | $218K | Sell |
76,309
-5,077
| -6% | -$14.5K | ﹤0.01% | 5167 |
|
|
2024
Q4 | $353K | Buy |
81,386
+37,855
| +87% | +$164K | ﹤0.01% | 4947 |
|
|
2024
Q3 | $108K | Sell |
43,531
-438
| -1% | -$1.09K | ﹤0.01% | 5419 |
|
|
2024
Q2 | $109K | Sell |
43,969
-2,564
| -6% | -$6.38K | ﹤0.01% | 5389 |
|
|
2024
Q1 | $144K | Sell |
46,533
-109,415
| -70% | -$338K | ﹤0.01% | 5215 |
|
|
2023
Q4 | $660K | Buy |
155,948
+18,271
| +13% | +$77.3K | ﹤0.01% | 4434 |
|
|
2023
Q3 | $636K | Buy |
137,677
+2,571
| +2% | +$11.9K | ﹤0.01% | 4340 |
|
|
2023
Q2 | $486K | Sell |
135,106
-27,354
| -17% | -$98.5K | ﹤0.01% | 4502 |
|
|
2023
Q1 | $699K | Buy |
162,460
+66,858
| +70% | +$287K | ﹤0.01% | 4409 |
|
|
2022
Q4 | $682K | Buy |
95,602
+37,288
| +64% | +$266K | ﹤0.01% | 4493 |
|
|
2022
Q3 | $474K | Buy |
58,314
+34,943
| +150% | +$284K | ﹤0.01% | 4709 |
|
|
2022
Q2 | $339K | Buy |
23,371
+4,938
| +27% | +$71.6K | ﹤0.01% | 4991 |
|
|
2022
Q1 | $325K | Sell |
18,433
-28,925
| -61% | -$510K | ﹤0.01% | 5394 |
|
|
2021
Q4 | $850K | Buy |
47,358
+29,771
| +169% | +$534K | ﹤0.01% | 4709 |
|
|
2021
Q3 | $588K | Buy |
17,587
+353
| +2% | +$11.8K | ﹤0.01% | 4745 |
|
|
2021
Q2 | $710K | Sell |
17,234
-17,945
| -51% | -$739K | ﹤0.01% | 4478 |
|
|
2021
Q1 | $1.66M | Buy |
35,179
+8,498
| +32% | +$401K | ﹤0.01% | 3886 |
|
|
2020
Q4 | $1.22M | Sell |
26,681
-7,058
| -21% | -$324K | ﹤0.01% | 3728 |
|
|
2020
Q3 | $1.27M | Buy |
33,739
+15,102
| +81% | +$569K | ﹤0.01% | 3525 |
|
|
2020
Q2 | $648K | Buy |
18,637
+2,339
| +14% | +$81.3K | ﹤0.01% | 3948 |
|
|
2020
Q1 | $438K | Sell |
16,298
-4,868
| -23% | -$131K | ﹤0.01% | 4084 |
|
|
2019
Q4 | $756K | Sell |
21,166
-22,902
| -52% | -$818K | ﹤0.01% | 4017 |
|
|
2019
Q3 | $1.54M | Buy |
44,068
+12,156
| +38% | +$424K | ﹤0.01% | 3608 |
|
|
2019
Q2 | $1.45M | Sell |
31,912
-4,149
| -12% | -$189K | ﹤0.01% | 3683 |
|
|
2019
Q1 | $1.53M | Sell |
36,061
-4,995
| -12% | -$212K | ﹤0.01% | 3621 |
|
|
2018
Q4 | $1.12M | Buy |
41,056
+9,075
| +28% | +$247K | ﹤0.01% | 3722 |
|
|
2018
Q3 | $1.03M | Buy |
31,981
+5,156
| +19% | +$167K | ﹤0.01% | 3839 |
|
|
2018
Q2 | $922K | Buy |
26,825
+3,266
| +14% | +$112K | ﹤0.01% | 3883 |
|
|
2018
Q1 | $678K | Sell |
23,559
-2,299
| -9% | -$66.2K | ﹤0.01% | 4006 |
|
|
2017
Q4 | $560K | Buy |
25,858
+2,704
| +12% | +$58.6K | ﹤0.01% | 4157 |
|
|
2017
Q3 | $490K | Buy |
23,154
+382
| +2% | +$8.08K | ﹤0.01% | 4233 |
|
|
2017
Q2 | $501K | Hold |
22,772
| – | – | ﹤0.01% | 4200 |
|
|
2017
Q1 | $362K | Buy |
+22,772
| New | +$362K | ﹤0.01% | 4362 |
|
|
2016
Q3 | – | Sell |
-57
| Closed | – | – | 6448 |
|
|
2016
Q2 | $0 | Buy |
+57
| New | – | ﹤0.01% | 6437 |
|