Ameritas Investment Partners’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 | $138K | Hold |
5,479
| – | – | ﹤0.01% | 1531 |
|
|
2025
Q1 | $131K | Hold |
5,479
| – | – | ﹤0.01% | 1525 |
|
|
2024
Q4 | $160K | Hold |
5,479
| – | – | 0.01% | 1462 |
|
|
2024
Q3 | $175K | Hold |
5,479
| – | – | 0.01% | 1406 |
|
|
2024
Q2 | $168K | Hold |
5,479
| – | – | 0.01% | 1390 |
|
|
2024
Q1 | $193K | Hold |
5,479
| – | – | 0.01% | 1313 |
|
|
2023
Q4 | $186K | Hold |
5,479
| – | – | 0.01% | 1307 |
|
|
2023
Q3 | $161K | Buy |
5,479
+925
| +20% | +$27.2K | 0.01% | 1323 |
|
|
2023
Q2 | $142K | Buy |
4,554
+572
| +14% | +$17.8K | 0.01% | 1358 |
|
|
2023
Q1 | $97.6K | Hold |
3,982
| – | – | ﹤0.01% | 1552 |
|
|
2022
Q4 | $102K | Hold |
3,982
| – | – | ﹤0.01% | 1589 |
|
|
2022
Q3 | $69K | Hold |
3,982
| – | – | ﹤0.01% | 1750 |
|
|
2022
Q2 | $77K | Sell |
3,982
-1,188
| -23% | -$23K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $130K | Hold |
5,170
| – | – | ﹤0.01% | 1463 |
|
|
2021
Q4 | $248K | Hold |
5,170
| – | – | 0.01% | 1098 |
|
|
2021
Q3 | $291K | Hold |
5,170
| – | – | 0.01% | 975 |
|
|
2021
Q2 | $274K | Buy |
5,170
+1,227
| +31% | +$65K | 0.01% | 1029 |
|
|
2021
Q1 | $227K | Sell |
3,943
-227
| -5% | -$13.1K | 0.01% | 1124 |
|
|
2020
Q4 | $160K | Sell |
4,170
-250
| -6% | -$9.59K | 0.01% | 1278 |
|
|
2020
Q3 | $132K | Hold |
4,420
| – | – | 0.01% | 1269 |
|
|
2020
Q2 | $123K | Hold |
4,420
| – | – | 0.01% | 1283 |
|
|
2020
Q1 | $62K | Buy |
4,420
+271
| +7% | +$3.8K | ﹤0.01% | 1542 |
|
|
2019
Q4 | $120K | Hold |
4,149
| – | – | 0.01% | 1405 |
|
|
2019
Q3 | $107K | Hold |
4,149
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q2 | $110K | Buy |
4,149
+451
| +12% | +$12K | 0.01% | 1445 |
|
|
2019
Q1 | $77K | Hold |
3,698
| – | – | ﹤0.01% | 1646 |
|
|
2018
Q4 | $60K | Hold |
3,698
| – | – | ﹤0.01% | 1703 |
|
|
2018
Q3 | $53K | Hold |
3,698
| – | – | ﹤0.01% | 1965 |
|
|
2018
Q2 | $54K | Sell |
3,698
-394
| -10% | -$5.75K | ﹤0.01% | 1949 |
|
|
2018
Q1 | $35K | Hold |
4,092
| – | – | ﹤0.01% | 2123 |
|
|
2017
Q4 | $45K | Hold |
4,092
| – | – | ﹤0.01% | 1987 |
|
|
2017
Q3 | $49K | Hold |
4,092
| – | – | ﹤0.01% | 1911 |
|
|
2017
Q2 | $48K | Hold |
4,092
| – | – | ﹤0.01% | 1934 |
|
|
2017
Q1 | $36K | Buy |
+4,092
| New | +$36K | ﹤0.01% | 2055 |
|
|
2016
Q1 | – | Sell |
-11,869
| Closed | -$178K | – | 1190 |
|
|
2015
Q4 | $178K | Hold |
11,869
| – | – | 0.01% | 942 |
|
|
2015
Q3 | $288K | Hold |
11,869
| – | – | 0.02% | 786 |
|
|
2015
Q2 | $336K | Sell |
11,869
-639
| -5% | -$18.1K | 0.02% | 769 |
|
|
2015
Q1 | $343K | Hold |
12,508
| – | – | 0.02% | 776 |
|
|
2014
Q4 | $454K | Sell |
12,508
-277
| -2% | -$10.1K | 0.03% | 633 |
|
|
2014
Q3 | $388K | Hold |
12,785
| – | – | 0.03% | 686 |
|
|
2014
Q2 | $367K | Buy |
12,785
+104
| +0.8% | +$2.99K | 0.03% | 747 |
|
|
2014
Q1 | $337K | Sell |
12,681
-408
| -3% | -$10.8K | 0.03% | 743 |
|
|
2013
Q4 | $436K | Hold |
13,089
| – | – | 0.03% | 635 |
|
|
2013
Q3 | $499K | Buy |
+13,089
| New | +$499K | 0.05% | 518 |
|