Stifel Financial’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,087
| Closed | -$108K | – | 3430 |
|
|
2022
Q4 | $108K | Sell |
15,087
-2,112
| -12% | -$15.1K | ﹤0.01% | 3124 |
|
|
2022
Q3 | $139K | Buy |
17,199
+195
| +1% | +$1.58K | ﹤0.01% | 3043 |
|
|
2022
Q2 | $247K | Sell |
17,004
-75
| -0.4% | -$1.09K | ﹤0.01% | 2853 |
|
|
2022
Q1 | $301K | Buy |
17,079
+2,460
| +17% | +$43.4K | ﹤0.01% | 2880 |
|
|
2021
Q4 | $262K | Sell |
14,619
-9,100
| -38% | -$163K | ﹤0.01% | 2992 |
|
|
2021
Q3 | $793K | Sell |
23,719
-3,383
| -12% | -$113K | ﹤0.01% | 2266 |
|
|
2021
Q2 | $1.12M | Sell |
27,102
-4,375
| -14% | -$180K | ﹤0.01% | 2018 |
|
|
2021
Q1 | $1.48M | Buy |
31,477
+13,661
| +77% | +$644K | ﹤0.01% | 1710 |
|
|
2020
Q4 | $817K | Buy |
17,816
+7,985
| +81% | +$366K | ﹤0.01% | 1995 |
|
|
2020
Q3 | $370K | Sell |
9,831
-7,602
| -44% | -$286K | ﹤0.01% | 2272 |
|
|
2020
Q2 | $606K | Sell |
17,433
-619
| -3% | -$21.5K | ﹤0.01% | 1905 |
|
|
2020
Q1 | $457K | Sell |
18,052
-157,984
| -90% | -$4M | ﹤0.01% | 1918 |
|
|
2019
Q4 | $6.26M | Sell |
176,036
-22,446
| -11% | -$799K | 0.01% | 792 |
|
|
2019
Q3 | $6.9M | Sell |
198,482
-83,924
| -30% | -$2.92M | 0.02% | 693 |
|
|
2019
Q2 | $12.9M | Buy |
282,406
+273,040
| +2,915% | +$12.5M | 0.03% | 474 |
|
|
2019
Q1 | $392K | Buy |
+9,366
| New | +$392K | ﹤0.01% | 2203 |
|
|
2018
Q4 | – | Sell |
-6,608
| Closed | -$212K | – | 2816 |
|
|
2018
Q3 | $212K | Sell |
6,608
-124
| -2% | -$3.98K | ﹤0.01% | 2557 |
|
|
2018
Q2 | $231K | Buy |
+6,732
| New | +$231K | ﹤0.01% | 2456 |
|