Stifel Financial’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $108K | Sell |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $793K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $817K | Buy |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $606K | Sell |
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|
2020
Q1 | $457K | Sell |
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|
2019
Q4 | $6.26M | Sell |
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|
2019
Q3 | $6.9M | Sell |
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|
2019
Q2 | $12.9M | Buy |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $231K | Buy |
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