Steel Grove Capital Advisors’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
Q2 | $28.1K | Hold |
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|
2025
Q1 | $41.2K | Hold |
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|
2024
Q4 | $62.5K | Hold |
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|
2024
Q3 | $36.7K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $44.5K | Hold |
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|
2023
Q4 | $61K | Hold |
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|
2023
Q3 | $66.6K | Hold |
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|
2023
Q2 | $51.9K | Hold |
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|
2023
Q1 | $62K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $117K | Hold |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $482K | Hold |
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|
2021
Q2 | $593K | Hold |
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|
2021
Q1 | $680K | Hold |
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|
2020
Q4 | $661K | Hold |
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|
2020
Q3 | $543K | Hold |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $515K | Hold |
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|
2019
Q3 | $502K | Hold |
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|
2019
Q2 | $656K | Hold |
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|
2019
Q1 | $610K | Sell |
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|
2018
Q4 | $677K | Sell |
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|
2018
Q3 | $966K | Hold |
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|
2018
Q2 | $1.03M | Hold |
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|
2018
Q1 | $861K | Sell |
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|
2017
Q4 | $756K | Sell |
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|
2017
Q3 | $845K | Hold |
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|
2017
Q2 | $878K | Hold |
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|
2017
Q1 | $634K | Sell |
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|
2016
Q4 | $581K | Hold |
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|
2016
Q3 | $572K | Sell |
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|
2016
Q2 | $662K | Hold |
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|
2016
Q1 | $597K | Hold |
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|
2015
Q4 | $613K | Hold |
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|
2015
Q3 | $687K | Hold |
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|
2015
Q2 | $801K | Buy |
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