Tower Research Capital (TRC)’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94K | Buy |
+4,071
| New | +$7.94K | ﹤0.01% | 4032 |
|
|
2025
Q1 | – | Sell |
-2,438
| Closed | -$10.6K | – | 5810 |
|
|
2024
Q4 | $10.6K | Buy |
2,438
+1,058
| +77% | +$4.59K | ﹤0.01% | 3793 |
|
|
2024
Q3 | $3.44K | Sell |
1,380
-1,554
| -53% | -$3.87K | ﹤0.01% | 4848 |
|
|
2024
Q2 | $7.31K | Buy |
+2,934
| New | +$7.31K | ﹤0.01% | 4475 |
|
|
2024
Q1 | – | Sell |
-1,916
| Closed | -$8.11K | – | 6165 |
|
|
2023
Q4 | $8.11K | Buy |
1,916
+34
| +2% | +$144 | ﹤0.01% | 4544 |
|
|
2023
Q3 | $8.7K | Sell |
1,882
-8,959
| -83% | -$41.4K | ﹤0.01% | 4315 |
|
|
2023
Q2 | $39K | Sell |
10,841
-2,369
| -18% | -$8.53K | ﹤0.01% | 2773 |
|
|
2023
Q1 | $56K | Buy |
13,210
+11,002
| +498% | +$46.6K | ﹤0.01% | 2391 |
|
|
2022
Q4 | $16K | Buy |
2,208
+33
| +2% | +$239 | ﹤0.01% | 3377 |
|
|
2022
Q3 | $18K | Sell |
2,175
-23,041
| -91% | -$191K | ﹤0.01% | 4030 |
|
|
2022
Q2 | $366K | Buy |
25,216
+22,769
| +930% | +$330K | 0.01% | 1337 |
|
|
2022
Q1 | $43K | Buy |
2,447
+1,658
| +210% | +$29.1K | ﹤0.01% | 2863 |
|
|
2021
Q4 | $14K | Sell |
789
-710
| -47% | -$12.6K | ﹤0.01% | 4112 |
|
|
2021
Q3 | $50K | Buy |
1,499
+782
| +109% | +$26.1K | ﹤0.01% | 2969 |
|
|
2021
Q2 | $30K | Sell |
717
-730
| -50% | -$30.5K | ﹤0.01% | 3499 |
|
|
2021
Q1 | $68K | Sell |
1,447
-65
| -4% | -$3.06K | ﹤0.01% | 2874 |
|
|
2020
Q4 | $69K | Sell |
1,512
-20,688
| -93% | -$944K | ﹤0.01% | 2742 |
|
|
2020
Q3 | $837K | Buy |
22,200
+18,493
| +499% | +$697K | 0.01% | 1153 |
|
|
2020
Q2 | $129K | Buy |
+3,707
| New | +$129K | 0.01% | 2224 |
|
|
2020
Q1 | – | Sell |
-775
| Closed | -$28K | – | 3926 |
|
|
2019
Q4 | $28K | Sell |
775
-645
| -45% | -$23.3K | ﹤0.01% | 1718 |
|
|
2019
Q3 | $50K | Buy |
1,420
+516
| +57% | +$18.2K | ﹤0.01% | 1803 |
|
|
2019
Q2 | $41K | Buy |
+904
| New | +$41K | ﹤0.01% | 1729 |
|
|
2019
Q1 | – | Sell |
-26
| Closed | -$1K | – | 4295 |
|
|
2018
Q4 | $1K | Buy |
26
+4
| +18% | +$154 | ﹤0.01% | 3677 |
|
|
2018
Q3 | $1K | Sell |
22
-197
| -90% | -$8.96K | ﹤0.01% | 3630 |
|
|
2018
Q2 | $8K | Buy |
+219
| New | +$8K | ﹤0.01% | 2897 |
|
|
2018
Q1 | – | Sell |
-949
| Closed | -$21K | – | 3907 |
|
|
2017
Q4 | $21K | Buy |
949
+453
| +91% | +$10K | ﹤0.01% | 2040 |
|
|
2017
Q3 | $10K | Buy |
+496
| New | +$10K | ﹤0.01% | 3079 |
|
|
2017
Q1 | – | Sell |
-834
| Closed | -$7K | – | 3956 |
|
|
2016
Q4 | $7K | Buy |
+834
| New | +$7K | ﹤0.01% | 2873 |
|
|
2016
Q3 | – | Sell |
-714
| Closed | -$5K | – | 4474 |
|
|
2016
Q2 | $5K | Buy |
714
+701
| +5,392% | +$4.91K | ﹤0.01% | 3419 |
|
|
2016
Q1 | $0 | Sell |
13
-622
| -98% | – | ﹤0.01% | 4972 |
|
|
2015
Q4 | $5K | Sell |
635
-141
| -18% | -$1.11K | ﹤0.01% | 3031 |
|
|
2015
Q3 | $6K | Buy |
776
+676
| +676% | +$5.23K | ﹤0.01% | 2697 |
|
|
2015
Q2 | $1K | Sell |
100
-2,685
| -96% | -$26.9K | ﹤0.01% | 4079 |
|
|
2015
Q1 | $20K | Buy |
2,785
+2,734
| +5,361% | +$19.6K | ﹤0.01% | 2253 |
|
|
2014
Q4 | $0 | Buy |
+51
| New | – | ﹤0.01% | 4733 |
|