SG Americas 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
Q2 | – | Sell |
-10,897
| Closed | -$31K | – | 3133 |
|
|
2025
Q1 | $31K | Buy |
+10,897
| New | +$31K | ﹤0.01% | 2926 |
|
|
2023
Q2 | – | Sell |
-11,515
| Closed | -$50K | – | 2824 |
|
|
2023
Q1 | $50K | Buy |
+11,515
| New | +$50K | ﹤0.01% | 2793 |
|
|
2022
Q3 | – | Sell |
-10,848
| Closed | -$158K | – | 3144 |
|
|
2022
Q2 | $158K | Buy |
+10,848
| New | +$158K | ﹤0.01% | 2585 |
|
|
2021
Q4 | – | Sell |
-10,763
| Closed | -$360K | – | 3366 |
|
|
2021
Q3 | $360K | Buy |
+10,763
| New | +$360K | ﹤0.01% | 2559 |
|
|
2021
Q2 | – | Sell |
-4,423
| Closed | -$209K | – | 2866 |
|
|
2021
Q1 | $209K | Buy |
4,423
+1,504
| +52% | +$71.1K | ﹤0.01% | 2417 |
|
|
2020
Q4 | $134K | Buy |
+2,919
| New | +$134K | ﹤0.01% | 2543 |
|
|
2020
Q3 | – | Sell |
-12,388
| Closed | -$431K | – | 2908 |
|
|
2020
Q2 | $431K | Buy |
12,388
+4,389
| +55% | +$153K | ﹤0.01% | 1893 |
|
|
2020
Q1 | $215K | Buy |
7,999
+4,222
| +112% | +$113K | ﹤0.01% | 2052 |
|
|
2019
Q4 | $135K | Buy |
+3,777
| New | +$135K | ﹤0.01% | 2381 |
|
|
2019
Q1 | – | Sell |
-62,290
| Closed | -$1.69M | – | 2995 |
|
|
2018
Q4 | $1.69M | Sell |
62,290
-12,679
| -17% | -$345K | 0.01% | 851 |
|
|
2018
Q3 | $2.42M | Buy |
+74,969
| New | +$2.42M | 0.02% | 919 |
|