Cambria Investment Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,990	Closed	-$233K	–	460
2024 Q4	$233K	Buy	7,990 +181	+2%	+$5.62K	0.01%	373
2024 Q3	$247K	Sell	7,809 -12,818	-62%	-$412K	0.01%	320
2024 Q2	$633K	Buy	20,627 +849	+4%	+$27.1K	0.04%	165
2024 Q1	$696K	Buy	19,778 +6,727	+52%	+$225K	0.04%	164
2023 Q4	$443K	Buy	13,051 +1,251	+11%	+$37.3K	0.03%	206
2023 Q3	$343K	Sell	11,800 -2,065	-15%	-$64.4K	0.03%	214
2023 Q2	$432K	Buy	+13,865	New	+$405K	0.04%	208
2021 Q4	–	Sell	-4,160	Closed	-$234K	–	272
2021 Q3	$234K	Sell	4,160 -104,358	-96%	-$6.14M	0.04%	202
2021 Q2	$5.76M	Buy	108,518 +15,202	+16%	+$883K	0.99%	15
2021 Q1	$5.38M	Buy	93,316 +51,352	+122%	+$2.69M	1.07%	15
2020 Q4	$1.61M	Sell	41,964 -1,984	-5%	-$67.4K	0.55%	34
2020 Q3	$1.31M	Buy	43,948 +554	+1%	+$16.4K	0.49%	39
2020 Q2	$1.21M	Sell	43,394 -8,541	-16%	-$190K	0.45%	38
2020 Q1	$734K	Buy	+51,935	New	+$1.25M	0.27%	57