Bahl & Gaynor’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,924
| Closed | -$433K | – | 347 |
|
|
2023
Q2 | $433K | Sell |
13,924
-7,796
| -36% | -$243K | ﹤0.01% | 293 |
|
|
2023
Q1 | $532K | Sell |
21,720
-58,484
| -73% | -$1.43M | ﹤0.01% | 273 |
|
|
2022
Q4 | $1.81M | Sell |
80,204
-147,791
| -65% | -$3.33M | 0.01% | 218 |
|
|
2022
Q3 | $3.99M | Sell |
227,995
-159,821
| -41% | -$2.8M | 0.03% | 162 |
|
|
2022
Q2 | $7.54M | Buy |
387,816
+134,780
| +53% | +$2.62M | 0.05% | 137 |
|
|
2022
Q1 | $6.37M | Sell |
253,036
-79,197
| -24% | -$1.99M | 0.05% | 141 |
|
|
2021
Q4 | $16M | Buy |
332,233
+9,160
| +3% | +$440K | 0.09% | 95 |
|
|
2021
Q3 | $18.2M | Buy |
323,073
+29,784
| +10% | +$1.67M | 0.11% | 85 |
|
|
2021
Q2 | $15.6M | Buy |
293,289
+99,211
| +51% | +$5.27M | 0.09% | 89 |
|
|
2021
Q1 | $11.2M | Buy |
194,078
+117,655
| +154% | +$6.78M | 0.07% | 104 |
|
|
2020
Q4 | $2.93M | Buy |
+76,423
| New | +$2.93M | 0.02% | 205 |
|