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Steward Partners Investment Advisory’s Upland Software UPLD Stock Holding History

Steward Partners Investment Advisory’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$39 Hold
20
– – ﹤0.01% 4070
2025
Q1 		$57 Hold
20
– – ﹤0.01% 3958
2024
Q4 		$87 Buy
+20
New +$87 ﹤0.01% 3923