Allworth Financial’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
Q2 | $2.71K | Buy |
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|
2025
Q1 | $705 | Sell |
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|
2024
Q4 | $1.3K | Hold |
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|
2024
Q3 | $1.41K | Sell |
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|
2024
Q2 | $1.7K | Buy |
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|
2024
Q1 | $1.55K | Hold |
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|
2023
Q4 | $1.5K | Sell |
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|
2023
Q3 | $16.3K | Buy |
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|
2023
Q2 | $16.8K | Hold |
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|
2023
Q1 | $13.3K | Hold |
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|
2022
Q4 | $12.2K | Hold |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Buy |
|