Allworth 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 | $2.71K | Buy |
108
+74
| +218% | +$1.86K | ﹤0.01% | 3565 |
|
|
2025
Q1 | $705 | Sell |
34
-10
| -23% | -$207 | ﹤0.01% | 3582 |
|
|
2024
Q4 | $1.3K | Hold |
44
| – | – | ﹤0.01% | 3307 |
|
|
2024
Q3 | $1.41K | Sell |
44
-8
| -15% | -$256 | ﹤0.01% | 3096 |
|
|
2024
Q2 | $1.7K | Buy |
52
+8
| +18% | +$262 | ﹤0.01% | 2990 |
|
|
2024
Q1 | $1.55K | Hold |
44
| – | – | ﹤0.01% | 2916 |
|
|
2023
Q4 | $1.5K | Sell |
44
-508
| -92% | -$17.3K | ﹤0.01% | 2803 |
|
|
2023
Q3 | $16.3K | Buy |
552
+11
| +2% | +$324 | ﹤0.01% | 1654 |
|
|
2023
Q2 | $16.8K | Hold |
541
| – | – | ﹤0.01% | 1646 |
|
|
2023
Q1 | $13.3K | Hold |
541
| – | – | ﹤0.01% | 1691 |
|
|
2022
Q4 | $12.2K | Hold |
541
| – | – | ﹤0.01% | 1627 |
|
|
2022
Q3 | $9K | Buy |
541
+532
| +5,911% | +$8.85K | ﹤0.01% | 1715 |
|
|
2022
Q2 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 2833 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2395 |
|