Barrow, Hanley, Mewhinney & Strauss’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 | $8.41K | Hold |
335
| – | – | ﹤0.01% | 218 |
|
|
2025
Q1 | $8.03K | Hold |
335
| – | – | ﹤0.01% | 231 |
|
|
2024
Q4 | $9.77K | Hold |
335
| – | – | ﹤0.01% | 231 |
|
|
2024
Q3 | $10.7K | Hold |
335
| – | – | ﹤0.01% | 225 |
|
|
2024
Q2 | $10.3K | Hold |
335
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $11.8K | Hold |
335
| – | – | ﹤0.01% | 188 |
|
|
2023
Q4 | $11.4K | Hold |
335
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $9.87K | Hold |
335
| – | – | ﹤0.01% | 189 |
|
|
2023
Q2 | $10.4K | Hold |
335
| – | – | ﹤0.01% | 179 |
|
|
2023
Q1 | $8.21K | Hold |
335
| – | – | ﹤0.01% | 195 |
|
|
2022
Q4 | $7.55K | Hold |
335
| – | – | ﹤0.01% | 192 |
|
|
2022
Q3 | $6K | Sell |
335
-33
| -9% | -$591 | ﹤0.01% | 204 |
|
|
2022
Q2 | $7K | Buy |
+368
| New | +$7K | ﹤0.01% | 205 |
|
|
2020
Q3 | – | Sell |
-32,829
| Closed | -$913K | – | 352 |
|
|
2020
Q2 | $913K | Buy |
+32,829
| New | +$913K | ﹤0.01% | 175 |
|
|
2017
Q4 | – | Sell |
-86,220
| Closed | -$990K | – | 439 |
|
|
2017
Q3 | $990K | Hold |
86,220
| – | – | ﹤0.01% | 306 |
|
|
2017
Q2 | $1.01M | Buy |
+86,220
| New | +$1.01M | ﹤0.01% | 305 |
|
|
2013
Q4 | – | Sell |
-2,078,204
| Closed | -$79.2M | – | 166 |
|
|
2013
Q3 | $79.2M | Sell |
2,078,204
-231,912
| -10% | -$8.84M | 0.13% | 106 |
|
|
2013
Q2 | $86.7M | Buy |
+2,310,116
| New | +$86.7M | 0.15% | 96 |
|