Benjamin F. Edwards & Company’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $63K | Sell |
2,054
-119
| -5% | -$3.65K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $77K | Sell |
2,173
-2,403
| -53% | -$85.2K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $155K | Buy |
4,576
+3
| +0.1% | +$102 | ﹤0.01% | 947 |
|
|
2023
Q3 | $135K | Sell |
4,573
-21
| -0.5% | -$620 | 0.01% | 823 |
|
|
2023
Q2 | $143K | Buy |
4,594
+18
| +0.4% | +$560 | 0.01% | 803 |
|
|
2023
Q1 | $112K | Buy |
4,576
+1,665
| +57% | +$40.8K | ﹤0.01% | 874 |
|
|
2022
Q4 | $66K | Sell |
2,911
-945
| -25% | -$21.4K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $68K | Sell |
3,856
-439
| -10% | -$7.74K | ﹤0.01% | 975 |
|
|
2022
Q2 | $84K | Sell |
4,295
-83
| -2% | -$1.62K | ﹤0.01% | 919 |
|
|
2022
Q1 | $110K | Buy |
4,378
+441
| +11% | +$11.1K | ﹤0.01% | 844 |
|
|
2021
Q4 | $189K | Buy |
3,937
+1,252
| +47% | +$60.1K | 0.01% | 702 |
|
|
2021
Q3 | $151K | Buy |
2,685
+533
| +25% | +$30K | 0.01% | 756 |
|
|
2021
Q2 | $114K | Buy |
+2,152
| New | +$114K | 0.01% | 810 |
|