Advisornet Financial’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Hold |
432
| – | – | ﹤0.01% | 1430 |
|
|
2025
Q1 | $10.4K | Hold |
432
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q4 | $12.6K | Hold |
432
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q3 | $13.8K | Hold |
432
| – | – | ﹤0.01% | 1315 |
|
|
2024
Q2 | $13.3K | Hold |
432
| – | – | ﹤0.01% | 1212 |
|
|
2024
Q1 | $15.2K | Sell |
432
-15
| -3% | -$528 | ﹤0.01% | 1158 |
|
|
2023
Q4 | $15.2K | Sell |
447
-1
| -0.2% | -$34 | ﹤0.01% | 1181 |
|
|
2023
Q3 | $13.2K | Sell |
448
-3
| -0.7% | -$88 | ﹤0.01% | 1171 |
|
|
2023
Q2 | $14K | Buy |
451
+5
| +1% | +$156 | ﹤0.01% | 1230 |
|
|
2023
Q1 | $10.9K | Buy |
446
+1
| +0.2% | +$25 | ﹤0.01% | 1276 |
|
|
2022
Q4 | $10K | Buy |
445
+13
| +3% | +$293 | ﹤0.01% | 1294 |
|
|
2022
Q3 | $8K | Hold |
432
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q2 | $8K | Hold |
432
| – | – | ﹤0.01% | 1403 |
|
|
2022
Q1 | $11K | Hold |
432
| – | – | ﹤0.01% | 1412 |
|
|
2021
Q4 | $21K | Hold |
432
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q3 | $24K | Hold |
432
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q2 | $23K | Hold |
432
| – | – | ﹤0.01% | 1178 |
|
|
2021
Q1 | $25K | Hold |
432
| – | – | ﹤0.01% | 1128 |
|
|
2020
Q4 | $17K | Hold |
432
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q3 | $13K | Hold |
432
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $12K | Hold |
432
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q1 | $6K | Hold |
432
| – | – | ﹤0.01% | 1395 |
|
|
2019
Q4 | $12K | Buy |
+432
| New | +$12K | ﹤0.01% | 1347 |
|