Algert Global’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Sell |
56,780
-218,170
| -79% | -$4.25M | 0.02% | 861 |
|
|
2025
Q4 | $4.83M | Buy |
274,950
+125,570
| +84% | +$2.43M | 0.08% | 446 |
|
|
2025
Q3 | $3.53M | Buy |
149,380
+69,460
| +87% | +$1.72M | 0.06% | 515 |
|
|
2025
Q2 | $2.01M | Sell |
79,920
-74,038
| -48% | -$1.73M | 0.04% | 634 |
|
|
2025
Q1 | $3.69M | Sell |
153,958
-133,484
| -46% | -$3.67M | 0.09% | 381 |
|
|
2024
Q4 | $8.38M | Buy |
287,442
+21,781
| +8% | +$676K | 0.2% | 147 |
|
|
2024
Q3 | $8.5M | Buy |
265,661
+120,345
| +83% | +$3.87M | 0.23% | 111 |
|
|
2024
Q2 | $4.46M | Sell |
145,316
-29,757
| -17% | -$951K | 0.15% | 205 |
|
|
2024
Q1 | $6.16M | Buy |
175,073
+65,747
| +60% | +$2.2M | 0.24% | 109 |
|
|
2023
Q4 | $3.71M | Buy |
109,326
+50,616
| +86% | +$1.51M | 0.15% | 220 |
|
|
2023
Q3 | $1.73M | Buy |
58,710
+17,680
| +43% | +$551K | 0.08% | 412 |
|
|
2023
Q2 | $1.28M | Buy |
+41,030
| New | +$1.2M | 0.06% | 568 |
|
|
2023
Q1 | – | Sell |
-50,158
| Closed | -$1.13M | – | 1318 |
|
|
2022
Q4 | $1.13M | Sell |
50,158
-12,645
| -20% | -$271K | 0.06% | 522 |
|
|
2022
Q3 | $1.1M | Buy |
62,803
+651
| +1% | +$16.2K | 0.07% | 499 |
|
|
2022
Q2 | $1.21M | Sell |
62,152
-8,418
| -12% | -$210K | 0.09% | 394 |
|
|
2022
Q1 | $1.78M | Buy |
70,570
+17,769
| +34% | +$642K | 0.12% | 278 |
|
|
2021
Q4 | $2.54M | Buy |
52,801
+25,021
| +90% | +$1.25M | 0.32% | 38 |
|
|
2021
Q3 | $1.56M | Buy |
+27,780
| New | +$1.64M | 0.21% | 104 |
|
|
2015
Q3 | – | Sell |
-12,370
| Closed | -$351K | – | 353 |
|
|
2015
Q2 | $351K | Buy |
+12,370
| New | +$371K | 0.19% | 192 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
