Advisors Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Buy |
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|
2025
Q2 | $116K | Buy |
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|
2025
Q1 | $93.7K | Buy |
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|
2024
Q4 | $40.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $592K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $3.21M | Sell |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $853K | Buy |
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|
2021
Q1 | $330K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $34K | Sell |
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|
2015
Q2 | $43K | Hold |
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|
2015
Q1 | $41K | Hold |
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|
2014
Q4 | $54K | Hold |
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|
2014
Q3 | $46K | Sell |
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|
2014
Q2 | $46K | Sell |
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|
2014
Q1 | $45K | Hold |
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|
2013
Q4 | $57K | Buy |
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|
2013
Q3 | $61K | Sell |
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|
2013
Q2 | $71K | Buy |
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