Ameriprise’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
$3M Buy
119,546
+5,841
+5% +$147K ﹤0.01% 2706
2025
Q1
$2.72M Sell
113,705
-4,897
-4% -$117K ﹤0.01% 2710
2024
Q4
$3.46M Sell
118,602
-1,539
-1% -$44.9K ﹤0.01% 2614
2024
Q3
$3.84M Sell
120,141
-24,026
-17% -$769K ﹤0.01% 2553
2024
Q2
$4.43M Sell
144,167
-8,297
-5% -$255K ﹤0.01% 2398
2024
Q1
$5.37M Buy
152,464
+16,160
+12% +$569K ﹤0.01% 2314
2023
Q4
$4.63M Sell
136,304
-13,773
-9% -$468K ﹤0.01% 2402
2023
Q3
$4.42M Sell
150,077
-64,242
-30% -$1.89M ﹤0.01% 2369
2023
Q2
$6.67M Sell
214,319
-36,019
-14% -$1.12M ﹤0.01% 2127
2023
Q1
$6.14M Sell
250,338
-232
-0.1% -$5.69K ﹤0.01% 2174
2022
Q4
$5.65M Sell
250,570
-43,667
-15% -$985K ﹤0.01% 2200
2022
Q3
$5.15M Buy
294,237
+15,130
+5% +$265K ﹤0.01% 2199
2022
Q2
$5.43M Sell
279,107
-22,914
-8% -$446K ﹤0.01% 2213
2022
Q1
$7.61M Buy
302,021
+12,805
+4% +$323K ﹤0.01% 2131
2021
Q4
$13.9M Buy
289,216
+5,540
+2% +$266K ﹤0.01% 1696
2021
Q3
$15.9M Sell
283,676
-15,617
-5% -$878K 0.01% 1456
2021
Q2
$15.9M Buy
299,293
+52,689
+21% +$2.8M ﹤0.01% 1538
2021
Q1
$14.2M Buy
246,604
+1,857
+0.8% +$107K ﹤0.01% 1584
2020
Q4
$9.37M Buy
244,747
+17,168
+8% +$657K ﹤0.01% 1801
2020
Q3
$6.8M Sell
227,579
-6,947
-3% -$208K ﹤0.01% 1852
2020
Q2
$6.52M Sell
234,526
-48,636
-17% -$1.35M ﹤0.01% 1874
2020
Q1
$4M Sell
283,162
-59,762
-17% -$845K ﹤0.01% 2055
2019
Q4
$9.89M Sell
342,924
-15,777
-4% -$455K ﹤0.01% 1749
2019
Q3
$9.25M Sell
358,701
-91,052
-20% -$2.35M ﹤0.01% 1761
2019
Q2
$12M Sell
449,753
-5,228
-1% -$139K 0.01% 1584
2019
Q1
$9.5M Buy
454,981
+85,058
+23% +$1.78M ﹤0.01% 1738
2018
Q4
$5.99M Buy
369,923
+120,408
+48% +$1.95M ﹤0.01% 2005
2018
Q3
$3.59M Sell
249,515
-43,160
-15% -$621K ﹤0.01% 2555
2018
Q2
$4.31M Sell
292,675
-29,027
-9% -$427K ﹤0.01% 2347
2018
Q1
$2.78M Sell
321,702
-44,652
-12% -$385K ﹤0.01% 2542
2017
Q4
$4.07M Sell
366,354
-141,119
-28% -$1.57M ﹤0.01% 2271
2017
Q3
$5.83M Buy
507,473
+96,896
+24% +$1.11M ﹤0.01% 1987
2017
Q2
$4.81M Buy
410,577
+93,049
+29% +$1.09M ﹤0.01% 2105
2017
Q1
$2.82M Buy
317,528
+12,618
+4% +$112K ﹤0.01% 2420
2016
Q4
$3.43M Sell
304,910
-70,569
-19% -$794K ﹤0.01% 2337
2016
Q3
$4.75M Buy
375,479
+29,378
+8% +$371K ﹤0.01% 2033
2016
Q2
$4.25M Sell
346,101
-40,056
-10% -$492K ﹤0.01% 2065
2016
Q1
$6.12M Sell
386,157
-46,723
-11% -$740K ﹤0.01% 1797
2015
Q4
$6.48M Buy
432,880
+193,786
+81% +$2.9M ﹤0.01% 1795
2015
Q3
$5.8M Sell
239,094
-102,394
-30% -$2.48M ﹤0.01% 1910
2015
Q2
$9.68M Buy
341,488
+75,170
+28% +$2.13M 0.01% 1625
2015
Q1
$7.31M Buy
266,318
+2,040
+0.8% +$56K ﹤0.01% 1828
2014
Q4
$9.6M Buy
264,278
+133,985
+103% +$4.87M 0.01% 1537
2014
Q3
$3.95M Sell
130,293
-2,381
-2% -$72.3K ﹤0.01% 2177
2014
Q2
$3.81M Sell
132,674
-340,543
-72% -$9.77M ﹤0.01% 2238
2014
Q1
$12.6M Sell
473,217
-36,797
-7% -$979K 0.01% 1325
2013
Q4
$17M Sell
510,014
-186,312
-27% -$6.21M 0.01% 1110
2013
Q3
$26.5M Sell
696,326
-191,953
-22% -$7.31M 0.02% 841
2013
Q2
$33.4M Buy
+888,279
New +$33.4M 0.02% 699