Ameriprise’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.7M | Buy |
149,493
+56,145
| +60% | +$1.09M | ﹤0.01% | 2812 |
|
|
2025
Q4 | $1.64M | Sell |
93,348
-18,849
| -17% | -$364K | ﹤0.01% | 3104 |
|
|
2025
Q3 | $2.65M | Sell |
112,197
-7,349
| -6% | -$181K | ﹤0.01% | 2856 |
|
|
2025
Q2 | $3M | Buy |
119,546
+5,841
| +5% | +$136K | ﹤0.01% | 2716 |
|
|
2025
Q1 | $2.72M | Sell |
113,705
-4,897
| -4% | -$134K | ﹤0.01% | 2720 |
|
|
2024
Q4 | $3.46M | Sell |
118,602
-1,539
| -1% | -$47.8K | ﹤0.01% | 2623 |
|
|
2024
Q3 | $3.84M | Sell |
120,141
-24,026
| -17% | -$772K | ﹤0.01% | 2556 |
|
|
2024
Q2 | $4.43M | Sell |
144,167
-8,297
| -5% | -$265K | ﹤0.01% | 2398 |
|
|
2024
Q1 | $5.37M | Buy |
152,464
+16,160
| +12% | +$540K | ﹤0.01% | 2314 |
|
|
2023
Q4 | $4.63M | Sell |
136,304
-13,773
| -9% | -$410K | ﹤0.01% | 2402 |
|
|
2023
Q3 | $4.42M | Sell |
150,077
-64,242
| -30% | -$2M | ﹤0.01% | 2369 |
|
|
2023
Q2 | $6.67M | Sell |
214,319
-36,019
| -14% | -$1.05M | ﹤0.01% | 2127 |
|
|
2023
Q1 | $6.14M | Sell |
250,338
-232
| -0.1% | -$5.97K | ﹤0.01% | 2175 |
|
|
2022
Q4 | $5.65M | Sell |
250,570
-43,667
| -15% | -$936K | ﹤0.01% | 2200 |
|
|
2022
Q3 | $5.15M | Buy |
294,237
+15,130
| +5% | +$377K | ﹤0.01% | 2200 |
|
|
2022
Q2 | $5.43M | Sell |
279,107
-22,914
| -8% | -$570K | ﹤0.01% | 2215 |
|
|
2022
Q1 | $7.61M | Buy |
302,021
+12,805
| +4% | +$463K | ﹤0.01% | 2131 |
|
|
2021
Q4 | $13.9M | Buy |
289,216
+5,540
| +2% | +$277K | ﹤0.01% | 1697 |
|
|
2021
Q3 | $15.9M | Sell |
283,676
-15,617
| -5% | -$919K | 0.01% | 1456 |
|
|
2021
Q2 | $15.9M | Buy |
299,293
+52,689
| +21% | +$3.06M | ﹤0.01% | 1539 |
|
|
2021
Q1 | $14.2M | Buy |
246,604
+1,857
| +0.8% | +$97.1K | ﹤0.01% | 1584 |
|
|
2020
Q4 | $9.37M | Buy |
244,747
+17,168
| +8% | +$583K | ﹤0.01% | 1802 |
|
|
2020
Q3 | $6.8M | Sell |
227,579
-6,947
| -3% | -$205K | ﹤0.01% | 1852 |
|
|
2020
Q2 | $6.52M | Sell |
234,526
-48,636
| -17% | -$1.08M | ﹤0.01% | 1874 |
|
|
2020
Q1 | $4M | Sell |
283,162
-59,762
| -17% | -$1.44M | ﹤0.01% | 2055 |
|
|
2019
Q4 | $9.89M | Sell |
342,924
-15,777
| -4% | -$412K | ﹤0.01% | 1749 |
|
|
2019
Q3 | $9.25M | Sell |
358,701
-91,052
| -20% | -$2.39M | ﹤0.01% | 1761 |
|
|
2019
Q2 | $12M | Sell |
449,753
-5,228
| -1% | -$124K | 0.01% | 1584 |
|
|
2019
Q1 | $9.5M | Buy |
454,981
+85,058
| +23% | +$1.57M | ﹤0.01% | 1738 |
|
|
2018
Q4 | $5.99M | Buy |
369,923
+120,408
| +48% | +$1.75M | ﹤0.01% | 2006 |
|
|
2018
Q3 | $3.59M | Sell |
249,515
-43,160
| -15% | -$634K | ﹤0.01% | 2557 |
|
|
2018
Q2 | $4.31M | Sell |
292,675
-29,027
| -9% | -$315K | ﹤0.01% | 2348 |
|
|
2018
Q1 | $2.78M | Sell |
321,702
-44,652
| -12% | -$429K | ﹤0.01% | 2547 |
|
|
2017
Q4 | $4.07M | Sell |
366,354
-141,119
| -28% | -$1.54M | ﹤0.01% | 2272 |
|
|
2017
Q3 | $5.83M | Buy |
507,473
+96,896
| +24% | +$1.2M | ﹤0.01% | 1987 |
|
|
2017
Q2 | $4.81M | Buy |
410,577
+93,049
| +29% | +$1.05M | ﹤0.01% | 2105 |
|
|
2017
Q1 | $2.82M | Buy |
317,528
+12,618
| +4% | +$115K | ﹤0.01% | 2421 |
|
|
2016
Q4 | $3.43M | Sell |
304,910
-70,569
| -19% | -$786K | ﹤0.01% | 2337 |
|
|
2016
Q3 | $4.75M | Buy |
375,479
+29,378
| +8% | +$367K | ﹤0.01% | 2037 |
|
|
2016
Q2 | $4.25M | Sell |
346,101
-40,056
| -10% | -$539K | ﹤0.01% | 2068 |
|
|
2016
Q1 | $6.12M | Sell |
386,157
-46,723
| -11% | -$623K | ﹤0.01% | 1800 |
|
|
2015
Q4 | $6.48M | Buy |
432,880
+193,786
| +81% | +$3.7M | ﹤0.01% | 1795 |
|
|
2015
Q3 | $5.8M | Sell |
239,094
-102,394
| -30% | -$2.75M | ﹤0.01% | 1912 |
|
|
2015
Q2 | $9.68M | Buy |
341,488
+75,170
| +28% | +$2.26M | 0.01% | 1626 |
|
|
2015
Q1 | $7.31M | Buy |
266,318
+2,040
| +0.8% | +$62.2K | ﹤0.01% | 1828 |
|
|
2014
Q4 | $9.6M | Buy |
264,278
+133,985
| +103% | +$4.32M | 0.01% | 1537 |
|
|
2014
Q3 | $3.95M | Sell |
130,293
-2,381
| -2% | -$64K | ﹤0.01% | 2177 |
|
|
2014
Q2 | $3.81M | Sell |
132,674
-340,543
| -72% | -$9.63M | ﹤0.01% | 2238 |
|
|
2014
Q1 | $12.6M | Sell |
473,217
-36,797
| -7% | -$997K | 0.01% | 1325 |
|
|
2013
Q4 | $17M | Sell |
510,014
-186,312
| -27% | -$6.45M | 0.01% | 1110 |
|
|
2013
Q3 | $26.5M | Sell |
696,326
-191,953
| -22% | -$7.4M | 0.02% | 841 |
|
|
2013
Q2 | $33.4M | Buy |
+888,279
| New | +$32.2M | 0.02% | 699 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
