Rice Hall James & Associates’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06M | Sell |
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|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $4.19M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $815K | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $812K | Buy |
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|
2020
Q1 | $618K | Sell |
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|
2019
Q4 | $855K | Sell |
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|
2019
Q3 | $838K | Buy |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $944K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $272K | Buy |
|