Addison Capital’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-81,291
| Closed | -$1.42M | – | 128 |
|
|
2022
Q3 | $1.42M | Sell |
81,291
-97
| -0.1% | -$1.7K | 0.88% | 36 |
|
|
2022
Q2 | $1.58M | Sell |
81,388
-23,697
| -23% | -$461K | 0.93% | 36 |
|
|
2022
Q1 | $2.65M | Hold |
105,085
| – | – | 1.26% | 30 |
|
|
2021
Q4 | $5.05M | Buy |
105,085
+1,592
| +2% | +$76.5K | 2.26% | 10 |
|
|
2021
Q3 | $5.82M | Buy |
103,493
+5,605
| +6% | +$315K | 2.7% | 8 |
|
|
2021
Q2 | $5.2M | Buy |
97,888
+15,150
| +18% | +$804K | 2.54% | 9 |
|
|
2021
Q1 | $4.77M | Buy |
+82,738
| New | +$4.77M | 2.65% | 9 |
|