Campbell & Co Investment Adviser’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 | $614K | Buy |
+24,478
| New | +$614K | 0.04% | 713 |
|
|
2025
Q1 | – | Sell |
-8,565
| Closed | -$250K | – | 1362 |
|
|
2024
Q4 | $250K | Sell |
8,565
-46,460
| -84% | -$1.36M | 0.02% | 903 |
|
|
2024
Q3 | $1.76M | Buy |
55,025
+35,480
| +182% | +$1.14M | 0.13% | 226 |
|
|
2024
Q2 | $600K | Sell |
19,545
-8,618
| -31% | -$265K | 0.05% | 581 |
|
|
2024
Q1 | $992K | Sell |
28,163
-26,218
| -48% | -$923K | 0.09% | 403 |
|
|
2023
Q4 | $1.85M | Buy |
+54,381
| New | +$1.85M | 0.17% | 156 |
|
|
2023
Q3 | – | Sell |
-12,890
| Closed | -$401K | – | 1205 |
|
|
2023
Q2 | $401K | Buy |
+12,890
| New | +$401K | 0.07% | 528 |
|
|
2022
Q3 | – | Sell |
-12,103
| Closed | -$235K | – | 948 |
|
|
2022
Q2 | $235K | Sell |
12,103
-9,597
| -44% | -$186K | 0.06% | 551 |
|
|
2022
Q1 | $547K | Buy |
+21,700
| New | +$547K | 0.15% | 242 |
|
|
2021
Q3 | – | Sell |
-8,504
| Closed | -$451K | – | 783 |
|
|
2021
Q2 | $451K | Buy |
8,504
+3,200
| +60% | +$170K | 0.19% | 178 |
|
|
2021
Q1 | $306K | Buy |
5,304
+6
| +0.1% | +$346 | 0.19% | 223 |
|
|
2020
Q4 | $203K | Sell |
5,298
-15,500
| -75% | -$594K | 0.12% | 363 |
|
|
2020
Q3 | $622K | Buy |
20,798
+11,906
| +134% | +$356K | 0.46% | 43 |
|
|
2020
Q2 | $247K | Buy |
+8,892
| New | +$247K | 0.31% | 150 |
|
|
2020
Q1 | – | Sell |
-13,426
| Closed | -$387K | – | 504 |
|
|
2019
Q4 | $387K | Buy |
13,426
+2,740
| +26% | +$79K | 0.12% | 323 |
|
|
2019
Q3 | $276K | Sell |
10,686
-764
| -7% | -$19.7K | 0.1% | 427 |
|
|
2019
Q2 | $305K | Sell |
11,450
-603
| -5% | -$16.1K | 0.14% | 305 |
|
|
2019
Q1 | $252K | Buy |
+12,053
| New | +$252K | 0.12% | 346 |
|