Amalgamated Bank’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
Q3 | $361K | Buy |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $423K | Hold |
|
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|
2024
Q3 | $464K | Buy |
|
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|
2024
Q2 | $430K | Sell |
|
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $725K | Buy |
|
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $559K | Sell |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $285K | Buy |
|
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|
2019
Q3 | $233K | Sell |
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|
2019
Q2 | $243K | Buy |
|