Stifel Financial’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
80,474
-16,396
| -17% | -$220K | ﹤0.01% | 2284 |
|
|
2025
Q1 | $1.26M | Sell |
96,870
-416,435
| -81% | -$5.43M | ﹤0.01% | 2081 |
|
|
2024
Q4 | $8.39M | Buy |
513,305
+301,736
| +143% | +$4.93M | 0.01% | 936 |
|
|
2024
Q3 | $2.21M | Buy |
211,569
+147,059
| +228% | +$1.54M | ﹤0.01% | 1707 |
|
|
2024
Q2 | $693K | Buy |
64,510
+29,392
| +84% | +$316K | ﹤0.01% | 2409 |
|
|
2024
Q1 | $431K | Buy |
35,118
+10,184
| +41% | +$125K | ﹤0.01% | 2701 |
|
|
2023
Q4 | $371K | Buy |
24,934
+6,635
| +36% | +$98.7K | ﹤0.01% | 2722 |
|
|
2023
Q3 | $208K | Sell |
18,299
-14,341
| -44% | -$163K | ﹤0.01% | 2975 |
|
|
2023
Q2 | $305K | Buy |
32,640
+5,050
| +18% | +$47.2K | ﹤0.01% | 2813 |
|
|
2023
Q1 | $312K | Buy |
27,590
+5,169
| +23% | +$58.5K | ﹤0.01% | 2785 |
|
|
2022
Q4 | $234K | Buy |
+22,421
| New | +$234K | ﹤0.01% | 2907 |
|
|
2020
Q4 | – | Sell |
-15,412
| Closed | -$269K | – | 3120 |
|
|
2020
Q3 | $269K | Buy |
+15,412
| New | +$269K | ﹤0.01% | 2470 |
|
|
2019
Q3 | – | Sell |
-13,346
| Closed | -$220K | – | 2979 |
|
|
2019
Q2 | $220K | Sell |
13,346
-1,989
| -13% | -$32.8K | ﹤0.01% | 2662 |
|
|
2019
Q1 | $297K | Sell |
15,335
-25,382
| -62% | -$492K | ﹤0.01% | 2372 |
|
|
2018
Q4 | $738K | Buy |
+40,717
| New | +$738K | ﹤0.01% | 1723 |
|