ALPS Advisors’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 | $343K | Sell |
13,657
-516
| -4% | -$13K | ﹤0.01% | 886 |
|
|
2025
Q1 | $340K | Sell |
14,173
-516
| -4% | -$12.4K | ﹤0.01% | 841 |
|
|
2024
Q4 | $428K | Buy |
14,689
+516
| +4% | +$15.1K | ﹤0.01% | 658 |
|
|
2024
Q3 | $453K | Sell |
14,173
-1,221
| -8% | -$39.1K | ﹤0.01% | 622 |
|
|
2024
Q2 | $473K | Sell |
15,394
-795
| -5% | -$24.4K | ﹤0.01% | 588 |
|
|
2024
Q1 | $570K | Sell |
16,189
-532
| -3% | -$18.7K | ﹤0.01% | 576 |
|
|
2023
Q4 | $568K | Sell |
16,721
-1,063
| -6% | -$36.1K | ﹤0.01% | 586 |
|
|
2023
Q3 | $524K | Buy |
+17,784
| New | +$524K | ﹤0.01% | 591 |
|
|
2022
Q1 | – | Sell |
-6,223
| Closed | -$299K | – | 971 |
|
|
2021
Q4 | $299K | Buy |
6,223
+124
| +2% | +$5.96K | ﹤0.01% | 833 |
|
|
2021
Q3 | $343K | Buy |
6,099
+681
| +13% | +$38.3K | ﹤0.01% | 773 |
|
|
2021
Q2 | $288K | Hold |
5,418
| – | – | ﹤0.01% | 857 |
|
|
2021
Q1 | $312K | Sell |
5,418
-3,525
| -39% | -$203K | ﹤0.01% | 802 |
|
|
2020
Q4 | $342K | Sell |
8,943
-272
| -3% | -$10.4K | ﹤0.01% | 626 |
|
|
2020
Q3 | $275K | Buy |
+9,215
| New | +$275K | ﹤0.01% | 589 |
|