Advisors Asset Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
4,625
+713
| +18% | +$17.9K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $93.7K | Buy |
3,912
+2,512
| +179% | +$60.2K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $40.8K | Buy |
+1,400
| New | +$40.8K | ﹤0.01% | 1334 |
|
|
2024
Q3 | – | Sell |
-7,755
| Closed | -$238K | – | 1508 |
|
|
2024
Q2 | $238K | Sell |
7,755
-9,046
| -54% | -$278K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $592K | Sell |
16,801
-2,214
| -12% | -$78K | 0.01% | 864 |
|
|
2023
Q4 | $646K | Sell |
19,015
-8,190
| -30% | -$278K | 0.01% | 825 |
|
|
2023
Q3 | $801K | Sell |
27,205
-8,126
| -23% | -$239K | 0.02% | 775 |
|
|
2023
Q2 | $1.1M | Sell |
35,331
-95,611
| -73% | -$2.98M | 0.02% | 704 |
|
|
2023
Q1 | $3.21M | Sell |
130,942
-10,442
| -7% | -$256K | 0.07% | 368 |
|
|
2022
Q4 | $3.19M | Sell |
141,384
-14,005
| -9% | -$316K | 0.07% | 364 |
|
|
2022
Q3 | $2.72M | Buy |
155,389
+5,864
| +4% | +$103K | 0.06% | 401 |
|
|
2022
Q2 | $2.91M | Buy |
149,525
+35,877
| +32% | +$698K | 0.06% | 384 |
|
|
2022
Q1 | $2.86M | Buy |
113,648
+72,528
| +176% | +$1.83M | 0.04% | 459 |
|
|
2021
Q4 | $1.98M | Buy |
41,120
+12,366
| +43% | +$594K | 0.03% | 615 |
|
|
2021
Q3 | $1.62M | Buy |
28,754
+12,688
| +79% | +$713K | 0.02% | 661 |
|
|
2021
Q2 | $853K | Buy |
16,066
+10,341
| +181% | +$549K | 0.01% | 881 |
|
|
2021
Q1 | $330K | Buy |
+5,725
| New | +$330K | 0.01% | 1116 |
|
|
2016
Q1 | – | Sell |
-1,400
| Closed | -$21K | – | 1875 |
|
|
2015
Q4 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 1824 |
|
|
2015
Q3 | $34K | Sell |
1,400
-100
| -7% | -$2.43K | ﹤0.01% | 1782 |
|
|
2015
Q2 | $43K | Hold |
1,500
| – | – | ﹤0.01% | 1738 |
|
|
2015
Q1 | $41K | Hold |
1,500
| – | – | ﹤0.01% | 1726 |
|
|
2014
Q4 | $54K | Hold |
1,500
| – | – | ﹤0.01% | 1663 |
|
|
2014
Q3 | $46K | Sell |
1,500
-100
| -6% | -$3.07K | ﹤0.01% | 1659 |
|
|
2014
Q2 | $46K | Sell |
1,600
-100
| -6% | -$2.88K | ﹤0.01% | 1683 |
|
|
2014
Q1 | $45K | Hold |
1,700
| – | – | ﹤0.01% | 1656 |
|
|
2013
Q4 | $57K | Buy |
1,700
+100
| +6% | +$3.35K | ﹤0.01% | 1580 |
|
|
2013
Q3 | $61K | Sell |
1,600
-300
| -16% | -$11.4K | ﹤0.01% | 1541 |
|
|
2013
Q2 | $71K | Buy |
+1,900
| New | +$71K | ﹤0.01% | 1421 |
|