Amalgamated Bank’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 | $371K | Buy |
14,766
+395
| +3% | +$9.92K | ﹤0.01% | 1375 |
|
|
2025
Q1 | $344K | Sell |
14,371
-120
| -0.8% | -$2.87K | ﹤0.01% | 1384 |
|
|
2024
Q4 | $423K | Hold |
14,491
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q3 | $464K | Buy |
14,491
+496
| +4% | +$15.9K | ﹤0.01% | 1331 |
|
|
2024
Q2 | $430K | Sell |
13,995
-88
| -0.6% | -$2.7K | ﹤0.01% | 1359 |
|
|
2024
Q1 | $496K | Sell |
14,083
-5,851
| -29% | -$206K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $677K | Sell |
19,934
-1,396
| -7% | -$47.4K | 0.01% | 1317 |
|
|
2023
Q3 | $628K | Sell |
21,330
-1,944
| -8% | -$57.2K | 0.01% | 1309 |
|
|
2023
Q2 | $725K | Buy |
23,274
+395
| +2% | +$12.3K | 0.01% | 1267 |
|
|
2023
Q1 | $561K | Sell |
22,879
-1,918
| -8% | -$47K | ﹤0.01% | 1374 |
|
|
2022
Q4 | $559K | Sell |
24,797
-1,024
| -4% | -$23.1K | 0.01% | 1416 |
|
|
2022
Q3 | $452K | Buy |
25,821
+59
| +0.2% | +$1.03K | ﹤0.01% | 1480 |
|
|
2022
Q2 | $501K | Sell |
25,762
-4,626
| -15% | -$90K | ﹤0.01% | 1463 |
|
|
2022
Q1 | $765K | Sell |
30,388
-1,592
| -5% | -$40.1K | 0.01% | 1336 |
|
|
2021
Q4 | $1.54M | Sell |
31,980
-471
| -1% | -$22.6K | 0.01% | 1057 |
|
|
2021
Q3 | $1.82M | Sell |
32,451
-715
| -2% | -$40.2K | 0.02% | 966 |
|
|
2021
Q2 | $1.76M | Buy |
33,166
+26,146
| +372% | +$1.39M | 0.01% | 1022 |
|
|
2021
Q1 | $405K | Sell |
7,020
-595
| -8% | -$34.3K | 0.02% | 1097 |
|
|
2020
Q4 | $292K | Buy |
7,615
+65
| +0.9% | +$2.49K | 0.01% | 1242 |
|
|
2020
Q3 | $226K | Sell |
7,550
-237
| -3% | -$7.09K | 0.01% | 1264 |
|
|
2020
Q2 | $217K | Buy |
+7,787
| New | +$217K | 0.01% | 1254 |
|
|
2020
Q1 | – | Sell |
-9,874
| Closed | -$285K | – | 1778 |
|
|
2019
Q4 | $285K | Buy |
9,874
+840
| +9% | +$24.2K | 0.01% | 1438 |
|
|
2019
Q3 | $233K | Sell |
9,034
-108
| -1% | -$2.79K | ﹤0.01% | 1467 |
|
|
2019
Q2 | $243K | Buy |
+9,142
| New | +$243K | 0.01% | 1478 |
|