Bank of New York Mellon’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 | $19.9M | Buy |
791,626
+10,610
| +1% | +$266K | ﹤0.01% | 1524 |
|
|
2025
Q1 | $18.7M | Sell |
781,016
-16,462
| -2% | -$394K | ﹤0.01% | 1535 |
|
|
2024
Q4 | $23.3M | Buy |
797,478
+54,771
| +7% | +$1.6M | ﹤0.01% | 1488 |
|
|
2024
Q3 | $23.8M | Sell |
742,707
-19,058
| -3% | -$610K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $23.4M | Buy |
761,765
+15,219
| +2% | +$467K | ﹤0.01% | 1482 |
|
|
2024
Q1 | $26.3M | Sell |
746,546
-14,214
| -2% | -$500K | 0.01% | 1418 |
|
|
2023
Q4 | $25.8M | Sell |
760,760
-125,294
| -14% | -$4.26M | 0.01% | 1461 |
|
|
2023
Q3 | $26.1M | Sell |
886,054
-16,218
| -2% | -$478K | 0.01% | 1398 |
|
|
2023
Q2 | $28.1M | Sell |
902,272
-7,132
| -0.8% | -$222K | 0.01% | 1363 |
|
|
2023
Q1 | $22.3M | Sell |
909,404
-15,058
| -2% | -$369K | ﹤0.01% | 1493 |
|
|
2022
Q4 | $20.8M | Buy |
924,462
+101,490
| +12% | +$2.29M | ﹤0.01% | 1518 |
|
|
2022
Q3 | $14.4M | Buy |
822,972
+1,525
| +0.2% | +$26.7K | ﹤0.01% | 1681 |
|
|
2022
Q2 | $16M | Sell |
821,447
-77,177
| -9% | -$1.5M | ﹤0.01% | 1666 |
|
|
2022
Q1 | $22.6M | Buy |
898,624
+14,110
| +2% | +$355K | ﹤0.01% | 1592 |
|
|
2021
Q4 | $42.5M | Sell |
884,514
-253,612
| -22% | -$12.2M | 0.01% | 1273 |
|
|
2021
Q3 | $64M | Buy |
1,138,126
+8,878
| +0.8% | +$499K | 0.01% | 974 |
|
|
2021
Q2 | $59.9M | Buy |
1,129,248
+62,462
| +6% | +$3.31M | 0.01% | 1017 |
|
|
2021
Q1 | $61.5M | Buy |
1,066,786
+41,443
| +4% | +$2.39M | 0.01% | 974 |
|
|
2020
Q4 | $39.3M | Buy |
1,025,343
+234,648
| +30% | +$8.98M | 0.01% | 1200 |
|
|
2020
Q3 | $23.6M | Sell |
790,695
-38,036
| -5% | -$1.14M | 0.01% | 1370 |
|
|
2020
Q2 | $23.1M | Sell |
828,731
-13,049
| -2% | -$363K | 0.01% | 1360 |
|
|
2020
Q1 | $11.9M | Sell |
841,780
-13,295
| -2% | -$188K | ﹤0.01% | 1596 |
|
|
2019
Q4 | $24.7M | Buy |
855,075
+310,123
| +57% | +$8.94M | 0.01% | 1448 |
|
|
2019
Q3 | $14.1M | Buy |
544,952
+4,316
| +0.8% | +$111K | ﹤0.01% | 1737 |
|
|
2019
Q2 | $14.4M | Buy |
540,636
+22,770
| +4% | +$606K | ﹤0.01% | 1754 |
|
|
2019
Q1 | $10.8M | Buy |
517,866
+2,825
| +0.5% | +$59K | ﹤0.01% | 1929 |
|
|
2018
Q4 | $8.34M | Buy |
515,041
+1,645
| +0.3% | +$26.6K | ﹤0.01% | 2009 |
|
|
2018
Q3 | $7.38M | Sell |
513,396
-48,984
| -9% | -$704K | ﹤0.01% | 2205 |
|
|
2018
Q2 | $8.28M | Sell |
562,380
-107,204
| -16% | -$1.58M | ﹤0.01% | 2121 |
|
|
2018
Q1 | $5.78M | Sell |
669,584
-1,803
| -0.3% | -$15.6K | ﹤0.01% | 2273 |
|
|
2017
Q4 | $7.45M | Sell |
671,387
-153,577
| -19% | -$1.7M | ﹤0.01% | 2143 |
|
|
2017
Q3 | $9.47M | Sell |
824,964
-62,032
| -7% | -$712K | ﹤0.01% | 2016 |
|
|
2017
Q2 | $10.4M | Sell |
886,996
-63,394
| -7% | -$743K | ﹤0.01% | 1946 |
|
|
2017
Q1 | $8.43M | Sell |
950,390
-28,858
| -3% | -$256K | ﹤0.01% | 2059 |
|
|
2016
Q4 | $11M | Sell |
979,248
-175,171
| -15% | -$1.97M | ﹤0.01% | 1913 |
|
|
2016
Q3 | $14.6M | Buy |
1,154,419
+106,164
| +10% | +$1.34M | ﹤0.01% | 1652 |
|
|
2016
Q2 | $12.9M | Buy |
1,048,255
+20,056
| +2% | +$246K | ﹤0.01% | 1711 |
|
|
2016
Q1 | $16.3M | Buy |
1,028,199
+87,591
| +9% | +$1.39M | ﹤0.01% | 1548 |
|
|
2015
Q4 | $14.1M | Buy |
940,608
+139,960
| +17% | +$2.1M | ﹤0.01% | 1629 |
|
|
2015
Q3 | $19.4M | Sell |
800,648
-14,378
| -2% | -$349K | 0.01% | 1422 |
|
|
2015
Q2 | $23.1M | Buy |
815,026
+11,251
| +1% | +$319K | 0.01% | 1383 |
|
|
2015
Q1 | $22.1M | Buy |
803,775
+43,147
| +6% | +$1.18M | 0.01% | 1429 |
|
|
2014
Q4 | $27.6M | Sell |
760,628
-91,881
| -11% | -$3.34M | 0.01% | 1248 |
|
|
2014
Q3 | $25.9M | Sell |
852,509
-8,434
| -1% | -$256K | 0.01% | 1258 |
|
|
2014
Q2 | $24.7M | Sell |
860,943
-8,077
| -0.9% | -$232K | 0.01% | 1335 |
|
|
2014
Q1 | $23.1M | Sell |
869,020
-162,778
| -16% | -$4.33M | 0.01% | 1363 |
|
|
2013
Q4 | $34.4M | Sell |
1,031,798
-464,795
| -31% | -$15.5M | 0.01% | 1110 |
|
|
2013
Q3 | $57M | Sell |
1,496,593
-228,558
| -13% | -$8.71M | 0.02% | 791 |
|
|
2013
Q2 | $64.8M | Buy |
+1,725,151
| New | +$64.8M | 0.02% | 696 |
|