Simplex Trading’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 | $35K | Buy |
+18,321
| New | +$35K | ﹤0.01% | 1518 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4078 |
|
|
2024
Q4 | – | Sell |
-775
| Closed | -$1K | – | 4088 |
|
|
2024
Q3 | $1K | Buy |
+775
| New | +$1K | ﹤0.01% | 2115 |
|
|
2024
Q2 | – | Sell |
-229
| Closed | – | – | 4087 |
|
|
2024
Q1 | $0 | Sell |
229
-13,484
| -98% | – | ﹤0.01% | 4079 |
|
|
2023
Q4 | $58K | Buy |
+13,713
| New | +$58K | ﹤0.01% | 1337 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4070 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4098 |
|
|
2023
Q1 | – | Sell |
-23,805
| Closed | -$169K | – | 4147 |
|
|
2022
Q4 | $169K | Sell |
23,805
-11,787
| -33% | -$83.7K | ﹤0.01% | 848 |
|
|
2022
Q3 | $289K | Buy |
+35,592
| New | +$289K | ﹤0.01% | 761 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4268 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4308 |
|
|
2021
Q4 | – | Sell |
-278
| Closed | -$11K | – | 4314 |
|
|
2021
Q3 | $11K | Hold |
278
| – | – | ﹤0.01% | 2411 |
|
|
2021
Q2 | $11K | Buy |
+278
| New | +$11K | ﹤0.01% | 2446 |
|
|
2021
Q1 | – | Sell |
-5,857
| Closed | -$268K | – | 3754 |
|
|
2020
Q4 | $268K | Buy |
5,857
+2,795
| +91% | +$128K | ﹤0.01% | 908 |
|
|
2020
Q3 | $115K | Sell |
3,062
-5,177
| -63% | -$194K | ﹤0.01% | 1050 |
|
|
2020
Q2 | $286K | Sell |
8,239
-13,649
| -62% | -$474K | ﹤0.01% | 636 |
|
|
2020
Q1 | $587K | Buy |
21,888
+2,350
| +12% | +$63K | ﹤0.01% | 424 |
|
|
2019
Q4 | $697K | Sell |
19,538
-3,329
| -15% | -$119K | ﹤0.01% | 367 |
|
|
2019
Q3 | $797K | Buy |
+22,867
| New | +$797K | ﹤0.01% | 285 |
|
|
2019
Q2 | – | Sell |
-11,607
| Closed | -$491K | – | 2943 |
|
|
2019
Q1 | $491K | Buy |
11,607
+10,722
| +1,212% | +$454K | ﹤0.01% | 408 |
|
|
2018
Q4 | $24K | Sell |
885
-1,649
| -65% | -$44.7K | ﹤0.01% | 1266 |
|
|
2018
Q3 | $81K | Sell |
2,534
-16,475
| -87% | -$527K | ﹤0.01% | 1091 |
|
|
2018
Q2 | $653K | Buy |
19,009
+18,909
| +18,909% | +$650K | ﹤0.01% | 393 |
|
|
2018
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1803 |
|