Bank of America’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 | $8.67M | Buy |
345,438
+139,214
| +68% | +$3.49M | ﹤0.01% | 2867 |
|
|
2025
Q1 | $4.94M | Buy |
206,224
+44,081
| +27% | +$1.06M | ﹤0.01% | 3221 |
|
|
2024
Q4 | $4.73M | Sell |
162,143
-314,106
| -66% | -$9.16M | ﹤0.01% | 3082 |
|
|
2024
Q3 | $15.2M | Buy |
476,249
+176,308
| +59% | +$5.64M | ﹤0.01% | 2286 |
|
|
2024
Q2 | $9.21M | Sell |
299,941
-715,006
| -70% | -$22M | ﹤0.01% | 2604 |
|
|
2024
Q1 | $35.7M | Buy |
1,014,947
+118,068
| +13% | +$4.16M | ﹤0.01% | 1523 |
|
|
2023
Q4 | $30.5M | Sell |
896,879
-116,721
| -12% | -$3.97M | ﹤0.01% | 1490 |
|
|
2023
Q3 | $29.9M | Buy |
1,013,600
+921,863
| +1,005% | +$27.1M | ﹤0.01% | 1442 |
|
|
2023
Q2 | $2.86M | Sell |
91,737
-24,625
| -21% | -$767K | ﹤0.01% | 3295 |
|
|
2023
Q1 | $2.85M | Sell |
116,362
-83,098
| -42% | -$2.04M | ﹤0.01% | 3454 |
|
|
2022
Q4 | $4.5M | Buy |
199,460
+19,658
| +11% | +$443K | ﹤0.01% | 2976 |
|
|
2022
Q3 | $3.15M | Sell |
179,802
-40,491
| -18% | -$709K | ﹤0.01% | 3274 |
|
|
2022
Q2 | $4.28M | Sell |
220,293
-63,007
| -22% | -$1.23M | ﹤0.01% | 3075 |
|
|
2022
Q1 | $7.14M | Buy |
283,300
+23,031
| +9% | +$580K | ﹤0.01% | 2807 |
|
|
2021
Q4 | $12.5M | Sell |
260,269
-11,429
| -4% | -$549K | ﹤0.01% | 2326 |
|
|
2021
Q3 | $15.3M | Buy |
271,698
+32,519
| +14% | +$1.83M | ﹤0.01% | 2105 |
|
|
2021
Q2 | $12.7M | Sell |
239,179
-29,892
| -11% | -$1.59M | ﹤0.01% | 2260 |
|
|
2021
Q1 | $15.5M | Buy |
269,071
+1,063
| +0.4% | +$61.3K | ﹤0.01% | 2034 |
|
|
2020
Q4 | $10.3M | Buy |
268,008
+30,469
| +13% | +$1.17M | ﹤0.01% | 2142 |
|
|
2020
Q3 | $7.1M | Buy |
237,539
+11,961
| +5% | +$357K | ﹤0.01% | 2290 |
|
|
2020
Q2 | $6.28M | Sell |
225,578
-32,756
| -13% | -$911K | ﹤0.01% | 2374 |
|
|
2020
Q1 | $3.65M | Buy |
258,334
+12,098
| +5% | +$171K | ﹤0.01% | 2627 |
|
|
2019
Q4 | $7.1M | Sell |
246,236
-11,954
| -5% | -$345K | ﹤0.01% | 2480 |
|
|
2019
Q3 | $6.66M | Sell |
258,190
-8,345
| -3% | -$215K | ﹤0.01% | 2499 |
|
|
2019
Q2 | $7.1M | Buy |
266,535
+226,676
| +569% | +$6.04M | ﹤0.01% | 2466 |
|
|
2019
Q1 | $832K | Sell |
39,859
-20,092
| -34% | -$419K | ﹤0.01% | 4009 |
|
|
2018
Q4 | $971K | Sell |
59,951
-366,209
| -86% | -$5.93M | ﹤0.01% | 3827 |
|
|
2018
Q3 | $6.13M | Buy |
426,160
+210,154
| +97% | +$3.02M | ﹤0.01% | 2582 |
|
|
2018
Q2 | $3.18M | Buy |
216,006
+154,135
| +249% | +$2.27M | ﹤0.01% | 3095 |
|
|
2018
Q1 | $534K | Buy |
61,871
+9,045
| +17% | +$78.1K | ﹤0.01% | 4119 |
|
|
2017
Q4 | $586K | Sell |
52,826
-38,482
| -42% | -$427K | ﹤0.01% | 4129 |
|
|
2017
Q3 | $1.05M | Sell |
91,308
-57,689
| -39% | -$662K | ﹤0.01% | 3817 |
|
|
2017
Q2 | $1.75M | Sell |
148,997
-9,107
| -6% | -$107K | ﹤0.01% | 3432 |
|
|
2017
Q1 | $1.4M | Buy |
158,104
+69,899
| +79% | +$620K | ﹤0.01% | 3591 |
|
|
2016
Q4 | $993K | Buy |
88,205
+36,600
| +71% | +$412K | ﹤0.01% | 3698 |
|
|
2016
Q3 | $652K | Buy |
51,605
+9,231
| +22% | +$117K | ﹤0.01% | 3778 |
|
|
2016
Q2 | $520K | Sell |
42,374
-92,360
| -69% | -$1.13M | ﹤0.01% | 3930 |
|
|
2016
Q1 | $2.14M | Sell |
134,734
-30,686
| -19% | -$486K | ﹤0.01% | 2919 |
|
|
2015
Q4 | $2.48M | Buy |
165,420
+33,615
| +26% | +$503K | ﹤0.01% | 2919 |
|
|
2015
Q3 | $3.2M | Buy |
131,805
+14,490
| +12% | +$351K | ﹤0.01% | 2702 |
|
|
2015
Q2 | $3.33M | Buy |
117,315
+32,963
| +39% | +$935K | ﹤0.01% | 2336 |
|
|
2015
Q1 | $2.31M | Buy |
84,352
+46,952
| +126% | +$1.29M | ﹤0.01% | 2475 |
|
|
2014
Q4 | $1.36M | Buy |
37,400
+19,767
| +112% | +$718K | ﹤0.01% | 2903 |
|
|
2014
Q3 | $535K | Sell |
17,633
-10,097
| -36% | -$306K | ﹤0.01% | 3452 |
|
|
2014
Q2 | $795K | Sell |
27,730
-7,319
| -21% | -$210K | ﹤0.01% | 3187 |
|
|
2014
Q1 | $932K | Buy |
35,049
+6,488
| +23% | +$173K | ﹤0.01% | 3098 |
|
|
2013
Q4 | $952K | Sell |
28,561
-4,015
| -12% | -$134K | ﹤0.01% | 3157 |
|
|
2013
Q3 | $1.24M | Sell |
32,576
-13,123
| -29% | -$500K | ﹤0.01% | 2829 |
|
|
2013
Q2 | $1.72M | Buy |
+45,699
| New | +$1.72M | ﹤0.01% | 2631 |
|