Bragg Financial Advisors’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 | $22.3M | Buy |
889,643
+165,412
| +23% | +$4.15M | 0.8% | 43 |
|
|
2025
Q1 | $17.4M | Buy |
724,231
+318,060
| +78% | +$7.62M | 0.71% | 48 |
|
|
2024
Q4 | $11.8M | Buy |
406,171
+50,133
| +14% | +$1.46M | 0.48% | 81 |
|
|
2024
Q3 | $11.4M | Buy |
356,038
+2,800
| +0.8% | +$89.6K | 0.47% | 84 |
|
|
2024
Q2 | $10.8M | Buy |
353,238
+100,525
| +40% | +$3.09M | 0.48% | 84 |
|
|
2024
Q1 | $8.9M | Buy |
252,713
+10,100
| +4% | +$356K | 0.4% | 96 |
|
|
2023
Q4 | $8.24M | Buy |
242,613
+30,513
| +14% | +$1.04M | 0.39% | 97 |
|
|
2023
Q3 | $6.25M | Buy |
212,100
+52,630
| +33% | +$1.55M | 0.33% | 108 |
|
|
2023
Q2 | $4.96M | Buy |
159,470
+3,275
| +2% | +$102K | 0.27% | 119 |
|
|
2023
Q1 | $3.83M | Buy |
156,195
+2,148
| +1% | +$52.6K | 0.23% | 127 |
|
|
2022
Q4 | $3.47M | Buy |
154,047
+4,047
| +3% | +$91.3K | 0.21% | 132 |
|
|
2022
Q3 | $2.63M | Buy |
+150,000
| New | +$2.63M | 0.18% | 135 |
|