State Street’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 | $214K | Hold |
109,951
| – | – | ﹤0.01% | 3812 |
|
|
2025
Q1 | $314K | Hold |
109,951
| – | – | ﹤0.01% | 3720 |
|
|
2024
Q4 | $477K | Buy |
109,951
+7,900
| +8% | +$34.3K | ﹤0.01% | 3627 |
|
|
2024
Q3 | $254K | Hold |
102,051
| – | – | ﹤0.01% | 3770 |
|
|
2024
Q2 | $254K | Buy |
102,051
+3,800
| +4% | +$9.46K | ﹤0.01% | 3751 |
|
|
2024
Q1 | $304K | Sell |
98,251
-2,800
| -3% | -$8.65K | ﹤0.01% | 3773 |
|
|
2023
Q4 | $427K | Hold |
101,051
| – | – | ﹤0.01% | 3677 |
|
|
2023
Q3 | $467K | Sell |
101,051
-1,000
| -1% | -$4.62K | ﹤0.01% | 3678 |
|
|
2023
Q2 | $367K | Sell |
102,051
-424,810
| -81% | -$1.53M | ﹤0.01% | 3787 |
|
|
2023
Q1 | $2.27M | Buy |
526,861
+11,416
| +2% | +$49.1K | ﹤0.01% | 3296 |
|
|
2022
Q4 | $3.68M | Sell |
515,445
-281,951
| -35% | -$2.01M | ﹤0.01% | 3173 |
|
|
2022
Q3 | $6.48M | Buy |
797,396
+20,775
| +3% | +$169K | ﹤0.01% | 2932 |
|
|
2022
Q2 | $11.3M | Buy |
776,621
+18,501
| +2% | +$269K | ﹤0.01% | 2651 |
|
|
2022
Q1 | $13.4M | Sell |
758,120
-21,743
| -3% | -$383K | ﹤0.01% | 2661 |
|
|
2021
Q4 | $14M | Buy |
779,863
+83,326
| +12% | +$1.49M | ﹤0.01% | 2707 |
|
|
2021
Q3 | $23.3M | Buy |
696,537
+29,300
| +4% | +$980K | ﹤0.01% | 2373 |
|
|
2021
Q2 | $27.5M | Buy |
667,237
+39,365
| +6% | +$1.62M | ﹤0.01% | 2299 |
|
|
2021
Q1 | $29.6M | Sell |
627,872
-14,864
| -2% | -$701K | ﹤0.01% | 2107 |
|
|
2020
Q4 | $29.5M | Buy |
642,736
+81,095
| +14% | +$3.72M | ﹤0.01% | 1990 |
|
|
2020
Q3 | $21.2M | Buy |
561,641
+6,788
| +1% | +$256K | ﹤0.01% | 2008 |
|
|
2020
Q2 | $19.3M | Buy |
554,853
+37,233
| +7% | +$1.29M | ﹤0.01% | 2052 |
|
|
2020
Q1 | $13.9M | Sell |
517,620
-2,288
| -0.4% | -$61.4K | ﹤0.01% | 2068 |
|
|
2019
Q4 | $18.6M | Buy |
519,908
+46,054
| +10% | +$1.64M | ﹤0.01% | 2187 |
|
|
2019
Q3 | $16.5M | Sell |
473,854
-11,374
| -2% | -$397K | ﹤0.01% | 2173 |
|
|
2019
Q2 | $22.1M | Buy |
485,228
+147,270
| +44% | +$6.71M | ﹤0.01% | 2039 |
|
|
2019
Q1 | $14.3M | Buy |
337,958
+35,975
| +12% | +$1.52M | ﹤0.01% | 2275 |
|
|
2018
Q4 | $8.21M | Buy |
301,983
+2,576
| +0.9% | +$70K | ﹤0.01% | 2517 |
|
|
2018
Q3 | $9.68M | Buy |
299,407
+63,141
| +27% | +$2.04M | ﹤0.01% | 2571 |
|
|
2018
Q2 | $8.12M | Buy |
236,266
+116,117
| +97% | +$3.99M | ﹤0.01% | 2629 |
|
|
2018
Q1 | $3.46M | Sell |
120,149
-600
| -0.5% | -$17.3K | ﹤0.01% | 2951 |
|
|
2017
Q4 | $2.61M | Buy |
120,749
+17,462
| +17% | +$378K | ﹤0.01% | 3080 |
|
|
2017
Q3 | $2.18M | Buy |
103,287
+17,195
| +20% | +$363K | ﹤0.01% | 3174 |
|
|
2017
Q2 | $1.9M | Buy |
+86,092
| New | +$1.9M | ﹤0.01% | 3154 |
|