Bank of Montreal’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-179,355
| Closed | -$5.61M | – | 3821 |
|
|
2024
Q2 | $5.61M | Buy |
+179,355
| New | +$5.61M | ﹤0.01% | 1104 |
|
|
2022
Q4 | – | Sell |
-67,471
| Closed | -$1.86K | – | 3677 |
|
|
2022
Q3 | $1.86K | Buy |
+67,471
| New | +$1.86K | ﹤0.01% | 1563 |
|
|
2022
Q2 | – | Sell |
-17,831
| Closed | -$472K | – | 3847 |
|
|
2022
Q1 | $472K | Sell |
17,831
-482
| -3% | -$12.8K | ﹤0.01% | 2457 |
|
|
2021
Q4 | $901K | Sell |
18,313
-10,169
| -36% | -$500K | ﹤0.01% | 1955 |
|
|
2021
Q3 | $1.71M | Buy |
28,482
+1,455
| +5% | +$87.4K | ﹤0.01% | 1998 |
|
|
2021
Q2 | $1.45M | Buy |
27,027
+9,278
| +52% | +$499K | ﹤0.01% | 2137 |
|
|
2021
Q1 | $1.03M | Buy |
17,749
+601
| +4% | +$34.8K | ﹤0.01% | 1886 |
|
|
2020
Q4 | $732K | Buy |
17,148
+10,566
| +161% | +$451K | ﹤0.01% | 2096 |
|
|
2020
Q3 | $211K | Sell |
6,582
-1,644
| -20% | -$52.7K | ﹤0.01% | 2352 |
|
|
2020
Q2 | $213K | Buy |
8,226
+4,416
| +116% | +$114K | ﹤0.01% | 2362 |
|
|
2020
Q1 | $50K | Sell |
3,810
-4,885
| -56% | -$64.1K | ﹤0.01% | 2602 |
|
|
2019
Q4 | $251K | Sell |
8,695
-88,907
| -91% | -$2.57M | ﹤0.01% | 2569 |
|
|
2019
Q3 | $2.52M | Sell |
97,602
-27,257
| -22% | -$703K | ﹤0.01% | 1309 |
|
|
2019
Q2 | $3.33M | Sell |
124,859
-13,663
| -10% | -$364K | ﹤0.01% | 1225 |
|
|
2019
Q1 | $2.89M | Buy |
138,522
+134,691
| +3,516% | +$2.81M | ﹤0.01% | 1295 |
|
|
2018
Q4 | $62K | Buy |
3,831
+1,968
| +106% | +$31.9K | ﹤0.01% | 2867 |
|
|
2018
Q3 | $26K | Buy |
1,863
+276
| +17% | +$3.85K | ﹤0.01% | 3303 |
|
|
2018
Q2 | $24K | Buy |
1,587
+351
| +28% | +$5.31K | ﹤0.01% | 3351 |
|
|
2018
Q1 | $11K | Sell |
1,236
-312,764
| -100% | -$2.78M | ﹤0.01% | 3460 |
|
|
2017
Q4 | $3.49M | Sell |
314,000
-50,689
| -14% | -$563K | ﹤0.01% | 1206 |
|
|
2017
Q3 | $4.19M | Buy |
364,689
+299,648
| +461% | +$3.44M | ﹤0.01% | 1180 |
|
|
2017
Q2 | $762K | Hold |
65,041
| – | – | ﹤0.01% | 1934 |
|
|
2017
Q1 | $577K | Buy |
65,041
+64,127
| +7,016% | +$569K | ﹤0.01% | 1895 |
|
|
2016
Q4 | $11K | Sell |
914
-84,086
| -99% | -$1.01M | ﹤0.01% | 3265 |
|
|
2016
Q3 | $1.08M | Buy |
85,000
+26,509
| +45% | +$335K | ﹤0.01% | 1647 |
|
|
2016
Q2 | $718K | Sell |
58,491
-3,744
| -6% | -$46K | ﹤0.01% | 1814 |
|
|
2016
Q1 | $987K | Sell |
62,235
-4,589
| -7% | -$72.8K | ﹤0.01% | 1643 |
|
|
2015
Q4 | $1M | Buy |
66,824
+59,155
| +771% | +$885K | ﹤0.01% | 1605 |
|
|
2015
Q3 | $186K | Buy |
7,669
+3,667
| +92% | +$88.9K | ﹤0.01% | 2099 |
|
|
2015
Q2 | $114K | Sell |
4,002
-2,531
| -39% | -$72.1K | ﹤0.01% | 2486 |
|
|
2015
Q1 | $180K | Sell |
6,533
-5,236
| -44% | -$144K | ﹤0.01% | 2205 |
|
|
2014
Q4 | $428K | Buy |
11,769
+10,148
| +626% | +$369K | ﹤0.01% | 1818 |
|
|
2014
Q3 | $50K | Sell |
1,621
-1,356
| -46% | -$41.8K | ﹤0.01% | 2703 |
|
|
2014
Q2 | $85K | Buy |
2,977
+1,973
| +197% | +$56.3K | ﹤0.01% | 2552 |
|
|
2014
Q1 | $27K | Sell |
1,004
-513
| -34% | -$13.8K | ﹤0.01% | 2864 |
|
|
2013
Q4 | $51K | Buy |
1,517
+662
| +77% | +$22.3K | ﹤0.01% | 2531 |
|
|
2013
Q3 | $33K | Buy |
855
+4
| +0.5% | +$154 | ﹤0.01% | 2613 |
|
|
2013
Q2 | $32K | Buy |
+851
| New | +$32K | ﹤0.01% | 2510 |
|