Osaic Holdings’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 | $59.1K | Buy |
13,623
+1,348
| +11% | +$5.85K | ﹤0.01% | 4563 |
|
|
2025
Q1 | $35.1K | Sell |
12,275
-1,348
| -10% | -$3.86K | ﹤0.01% | 4946 |
|
|
2024
Q4 | $59.1K | Buy |
13,623
+350
| +3% | +$1.52K | ﹤0.01% | 4566 |
|
|
2024
Q3 | $33K | Buy |
13,273
+650
| +5% | +$1.62K | ﹤0.01% | 5015 |
|
|
2024
Q2 | $31.4K | Buy |
12,623
+1,000
| +9% | +$2.49K | ﹤0.01% | 5000 |
|
|
2024
Q1 | $35.9K | Hold |
11,623
| – | – | ﹤0.01% | 4951 |
|
|
2023
Q4 | $49.2K | Buy |
11,623
+3,450
| +42% | +$14.6K | ﹤0.01% | 4912 |
|
|
2023
Q3 | $37.8K | Buy |
8,173
+500
| +7% | +$2.31K | ﹤0.01% | 5170 |
|
|
2023
Q2 | $27.6K | Sell |
7,673
-1,065
| -12% | -$3.83K | ﹤0.01% | 5330 |
|
|
2023
Q1 | $37.6K | Buy |
8,738
+485
| +6% | +$2.09K | ﹤0.01% | 5137 |
|
|
2022
Q4 | $59.2K | Buy |
8,253
+675
| +9% | +$4.84K | ﹤0.01% | 4799 |
|
|
2022
Q3 | $62K | Sell |
7,578
-364
| -5% | -$2.98K | ﹤0.01% | 4739 |
|
|
2022
Q2 | $116K | Buy |
7,942
+108
| +1% | +$1.58K | ﹤0.01% | 4289 |
|
|
2022
Q1 | $138K | Sell |
7,834
-678
| -8% | -$11.9K | ﹤0.01% | 4330 |
|
|
2021
Q4 | $153K | Sell |
8,512
-3,108
| -27% | -$55.9K | ﹤0.01% | 4208 |
|
|
2021
Q3 | $388K | Buy |
11,620
+159
| +1% | +$5.31K | ﹤0.01% | 3292 |
|
|
2021
Q2 | $472K | Sell |
11,461
-3,011
| -21% | -$124K | ﹤0.01% | 3091 |
|
|
2021
Q1 | $683K | Buy |
14,472
+1,527
| +12% | +$72.1K | ﹤0.01% | 2557 |
|
|
2020
Q4 | $594K | Sell |
12,945
-1,197
| -8% | -$54.9K | ﹤0.01% | 2488 |
|
|
2020
Q3 | $533K | Sell |
14,142
-392
| -3% | -$14.8K | ﹤0.01% | 2362 |
|
|
2020
Q2 | $505K | Buy |
14,534
+2,004
| +16% | +$69.6K | ﹤0.01% | 2337 |
|
|
2020
Q1 | $336K | Buy |
+12,530
| New | +$336K | ﹤0.01% | 2423 |
|