Osaic Holdings’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.5K | Sell |
673
-165
| -20% | -$1.73K | ﹤0.01% | 6733 |
|
|
2025
Q4 | $12K | Sell |
838
-290
| -26% | -$5.53K | ﹤0.01% | 6226 |
|
|
2025
Q3 | $31.9K | Hold |
1,128
| – | – | ﹤0.01% | 5612 |
|
|
2025
Q2 | $22K | Sell |
1,128
-100
| -8% | -$2.23K | ﹤0.01% | 5628 |
|
|
2025
Q1 | $35.1K | Sell |
1,228
-134
| -10% | -$5.09K | ﹤0.01% | 4969 |
|
|
2024
Q4 | $59.1K | Buy |
1,362
+35
| +3% | +$1.14K | ﹤0.01% | 4584 |
|
|
2024
Q3 | $33K | Buy |
1,327
+65
| +5% | +$1.5K | ﹤0.01% | 5041 |
|
|
2024
Q2 | $31.4K | Buy |
1,262
+100
| +9% | +$2.63K | ﹤0.01% | 5032 |
|
|
2024
Q1 | $35.9K | Hold |
1,162
| – | – | ﹤0.01% | 4971 |
|
|
2023
Q4 | $49.2K | Buy |
1,162
+345
| +42% | +$14.9K | ﹤0.01% | 4920 |
|
|
2023
Q3 | $37.8K | Buy |
817
+50
| +7% | +$1.82K | ﹤0.01% | 5179 |
|
|
2023
Q2 | $27.6K | Sell |
767
-107
| -12% | -$3.69K | ﹤0.01% | 5344 |
|
|
2023
Q1 | $37.6K | Buy |
874
+49
| +6% | +$3.39K | ﹤0.01% | 5150 |
|
|
2022
Q4 | $59.2K | Buy |
825
+67
| +9% | +$4.99K | ﹤0.01% | 4804 |
|
|
2022
Q3 | $62K | Sell |
758
-36
| -5% | -$3.98K | ﹤0.01% | 4746 |
|
|
2022
Q2 | $116K | Buy |
794
+11
| +1% | +$1.61K | ﹤0.01% | 4291 |
|
|
2022
Q1 | $138K | Sell |
783
-68
| -8% | -$12.5K | ﹤0.01% | 4332 |
|
|
2021
Q4 | $153K | Sell |
851
-311
| -27% | -$79.1K | ﹤0.01% | 4209 |
|
|
2021
Q3 | $388K | Buy |
1,162
+16
| +1% | +$6K | ﹤0.01% | 3292 |
|
|
2021
Q2 | $472K | Sell |
1,146
-301
| -21% | -$132K | ﹤0.01% | 3091 |
|
|
2021
Q1 | $683K | Buy |
1,447
+152
| +12% | +$73.3K | ﹤0.01% | 2558 |
|
|
2020
Q4 | $594K | Sell |
1,295
-119
| -8% | -$52.4K | ﹤0.01% | 2489 |
|
|
2020
Q3 | $533K | Sell |
1,414
-39
| -3% | -$14.1K | ﹤0.01% | 2363 |
|
|
2020
Q2 | $505K | Buy |
1,453
+200
| +16% | +$62.3K | ﹤0.01% | 2338 |
|
|
2020
Q1 | $336K | Buy |
+1,253
| New | +$453K | ﹤0.01% | 2425 |
|
Other funds holding UPLD
VCM
RHJA
CM
RC
