Luther King Capital Management (LKCM)’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,163
| Closed | -$240K | – | 637 |
|
|
2021
Q3 | $240K | Hold |
7,163
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $295K | Hold |
7,163
| – | – | ﹤0.01% | 553 |
|
|
2021
Q1 | $338K | Hold |
7,163
| – | – | ﹤0.01% | 492 |
|
|
2020
Q4 | $329K | Hold |
7,163
| – | – | ﹤0.01% | 486 |
|
|
2020
Q3 | $270K | Hold |
7,163
| – | – | ﹤0.01% | 473 |
|
|
2020
Q2 | $249K | Buy |
+7,163
| New | +$249K | ﹤0.01% | 473 |
|
|
2020
Q1 | – | Sell |
-7,163
| Closed | -$256K | – | 554 |
|
|
2019
Q4 | $256K | Hold |
7,163
| – | – | ﹤0.01% | 503 |
|
|
2019
Q3 | $250K | Hold |
7,163
| – | – | ﹤0.01% | 494 |
|
|
2019
Q2 | $326K | Sell |
7,163
-2,350
| -25% | -$107K | ﹤0.01% | 448 |
|
|
2019
Q1 | $403K | Hold |
9,513
| – | – | ﹤0.01% | 431 |
|
|
2018
Q4 | $259K | Hold |
9,513
| – | – | ﹤0.01% | 468 |
|
|
2018
Q3 | $307K | Hold |
9,513
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $327K | Sell |
9,513
-4,755
| -33% | -$163K | ﹤0.01% | 458 |
|
|
2018
Q1 | $411K | Hold |
14,268
| – | – | ﹤0.01% | 428 |
|
|
2017
Q4 | $309K | Hold |
14,268
| – | – | ﹤0.01% | 461 |
|
|
2017
Q3 | $302K | Hold |
14,268
| – | – | ﹤0.01% | 446 |
|
|
2017
Q2 | $314K | Hold |
14,268
| – | – | ﹤0.01% | 432 |
|
|
2017
Q1 | $227K | Hold |
14,268
| – | – | ﹤0.01% | 484 |
|
|
2016
Q4 | $128K | Hold |
14,268
| – | – | ﹤0.01% | 494 |
|
|
2016
Q3 | $126K | Hold |
14,268
| – | – | ﹤0.01% | 484 |
|
|
2016
Q2 | $109K | Hold |
14,268
| – | – | ﹤0.01% | 504 |
|
|
2016
Q1 | $98K | Hold |
14,268
| – | – | ﹤0.01% | 497 |
|
|
2015
Q4 | $101K | Buy |
14,268
+2,944
| +26% | +$20.8K | ﹤0.01% | 509 |
|
|
2015
Q3 | $89K | Buy |
+11,324
| New | +$89K | ﹤0.01% | 514 |
|