Cambria Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,990
| Closed | -$233K | – | 460 |
|
|
2024
Q4 | $233K | Buy |
7,990
+181
| +2% | +$5.28K | 0.01% | 373 |
|
|
2024
Q3 | $247K | Sell |
7,809
-12,818
| -62% | -$405K | 0.01% | 320 |
|
|
2024
Q2 | $633K | Buy |
20,627
+849
| +4% | +$26.1K | 0.04% | 165 |
|
|
2024
Q1 | $696K | Buy |
19,778
+6,727
| +52% | +$237K | 0.04% | 164 |
|
|
2023
Q4 | $443K | Buy |
13,051
+1,251
| +11% | +$42.5K | 0.03% | 206 |
|
|
2023
Q3 | $343K | Sell |
11,800
-2,065
| -15% | -$60.1K | 0.03% | 214 |
|
|
2023
Q2 | $432K | Buy |
+13,865
| New | +$432K | 0.04% | 208 |
|
|
2021
Q4 | – | Sell |
-4,160
| Closed | -$234K | – | 272 |
|
|
2021
Q3 | $234K | Sell |
4,160
-104,358
| -96% | -$5.87M | 0.04% | 202 |
|
|
2021
Q2 | $5.76M | Buy |
108,518
+15,202
| +16% | +$807K | 0.99% | 15 |
|
|
2021
Q1 | $5.38M | Buy |
93,316
+51,352
| +122% | +$2.96M | 1.07% | 15 |
|
|
2020
Q4 | $1.61M | Sell |
41,964
-1,984
| -5% | -$75.9K | 0.55% | 34 |
|
|
2020
Q3 | $1.31M | Buy |
43,948
+554
| +1% | +$16.6K | 0.49% | 39 |
|
|
2020
Q2 | $1.21M | Sell |
43,394
-8,541
| -16% | -$238K | 0.45% | 38 |
|
|
2020
Q1 | $734K | Buy |
+51,935
| New | +$734K | 0.27% | 57 |
|