Concourse Financial Group Securities’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7944 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8237 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8236 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8246 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8249 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8183 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7981 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7777 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7501 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7510 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7334 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7235 |
|
|
2022
Q1 | – | Sell |
-428
| Closed | -$8K | – | 7096 |
|
|
2021
Q4 | $8K | Buy |
428
+114
| +36% | +$2.13K | ﹤0.01% | 1934 |
|
|
2021
Q3 | $11K | Buy |
314
+114
| +57% | +$3.99K | ﹤0.01% | 1871 |
|
|
2021
Q2 | $8K | Buy |
200
+50
| +33% | +$2K | ﹤0.01% | 1948 |
|
|
2021
Q1 | $7K | Sell |
150
-45
| -23% | -$2.1K | ﹤0.01% | 1892 |
|
|
2020
Q4 | $9K | Buy |
195
+65
| +50% | +$3K | ﹤0.01% | 1731 |
|
|
2020
Q3 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1811 |
|
|
2020
Q2 | – | Sell |
-53
| Closed | -$1K | – | 5738 |
|
|
2020
Q1 | $1K | Sell |
53
-26
| -33% | -$491 | ﹤0.01% | 2097 |
|
|
2019
Q4 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 1814 |
|
|
2019
Q3 | – | Sell |
-79
| Closed | -$4K | – | 5419 |
|
|
2019
Q2 | $4K | Sell |
79
-7
| -8% | -$354 | ﹤0.01% | 1834 |
|
|
2019
Q1 | $3K | Sell |
86
-85
| -50% | -$2.97K | ﹤0.01% | 1955 |
|
|
2018
Q4 | $4K | Sell |
171
-52
| -23% | -$1.22K | ﹤0.01% | 1764 |
|
|
2018
Q3 | $7K | Buy |
+223
| New | +$7K | ﹤0.01% | 1296 |
|