Citigroup’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
$76 Hold
39
﹤0.01% 4776
2025
Q1
$112 Sell
39
-600
-94% -$1.72K ﹤0.01% 4642
2024
Q4
$2.77K Buy
639
+600
+1,538% +$2.6K ﹤0.01% 4660
2024
Q3
$97 Hold
39
﹤0.01% 4709
2024
Q2
$97 Sell
39
-65,477
-100% -$163K ﹤0.01% 4677
2024
Q1
$202K Sell
65,516
-113,600
-63% -$351K ﹤0.01% 3291
2023
Q4
$758K Buy
179,116
+150,384
+523% +$636K ﹤0.01% 2385
2023
Q3
$133K Buy
28,732
+28,693
+73,572% +$133K ﹤0.01% 3154
2023
Q2
$140 Sell
39
-211
-84% -$757 ﹤0.01% 4685
2023
Q1
$1.08K Sell
250
-3,026
-92% -$13K ﹤0.01% 4425
2022
Q4
$23.4K Sell
3,276
-3,849
-54% -$27.4K ﹤0.01% 3840
2022
Q3
$57K Sell
7,125
-1,668
-19% -$13.3K ﹤0.01% 3625
2022
Q2
$128K Buy
8,793
+416
+5% +$6.06K ﹤0.01% 3420
2022
Q1
$148K Sell
8,377
-6,974
-45% -$123K ﹤0.01% 3555
2021
Q4
$275K Buy
15,351
+1,144
+8% +$20.5K ﹤0.01% 3426
2021
Q3
$475K Buy
14,207
+2,153
+18% +$72K ﹤0.01% 2931
2021
Q2
$496K Sell
12,054
-1,765
-13% -$72.6K ﹤0.01% 3087
2021
Q1
$652K Sell
13,819
-5,234
-27% -$247K ﹤0.01% 2658
2020
Q4
$874K Buy
19,053
+14,503
+319% +$665K ﹤0.01% 2264
2020
Q3
$172K Sell
4,550
-3,679
-45% -$139K ﹤0.01% 2854
2020
Q2
$286K Sell
8,229
-1,945
-19% -$67.6K ﹤0.01% 2894
2020
Q1
$273K Buy
10,174
+1,037
+11% +$27.8K ﹤0.01% 2678
2019
Q4
$326K Sell
9,137
-2,301
-20% -$82.1K ﹤0.01% 2881
2019
Q3
$399K Buy
11,438
+959
+9% +$33.5K ﹤0.01% 2706
2019
Q2
$477K Buy
10,479
+1,565
+18% +$71.2K ﹤0.01% 2700
2019
Q1
$377K Sell
8,914
-329
-4% -$13.9K ﹤0.01% 2702
2018
Q4
$251K Buy
9,243
+299
+3% +$8.12K ﹤0.01% 2941
2018
Q3
$289K Buy
8,944
+6,685
+296% +$216K ﹤0.01% 2906
2018
Q2
$78K Sell
2,259
-6,118
-73% -$211K ﹤0.01% 3593
2018
Q1
$241K Sell
8,377
-9,574
-53% -$275K ﹤0.01% 2814
2017
Q4
$389K Buy
17,951
+12,085
+206% +$262K ﹤0.01% 2529
2017
Q3
$124K Buy
5,866
+1,426
+32% +$30.1K ﹤0.01% 3233
2017
Q2
$98K Buy
+4,440
New +$98K ﹤0.01% 3294
2015
Q2
Sell
-26
Closed 5749
2015
Q1
$0 Buy
+26
New ﹤0.01% 5668