Canada Life’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 | $1.29M | Buy |
51,444
+2,737
| +6% | +$68.7K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $1.17M | Buy |
48,707
+904
| +2% | +$21.7K | ﹤0.01% | 1384 |
|
|
2024
Q4 | $1.39M | Sell |
47,803
-14,150
| -23% | -$413K | ﹤0.01% | 1381 |
|
|
2024
Q3 | $1.98M | Buy |
61,953
+469
| +0.8% | +$15K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $1.89M | Buy |
61,484
+7,450
| +14% | +$229K | ﹤0.01% | 1302 |
|
|
2024
Q1 | $1.9M | Buy |
54,034
+2,200
| +4% | +$77.4K | ﹤0.01% | 1273 |
|
|
2023
Q4 | $1.76M | Sell |
51,834
-4,280
| -8% | -$145K | ﹤0.01% | 1302 |
|
|
2023
Q3 | $1.65M | Sell |
56,114
-3,026
| -5% | -$89.1K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $1.84M | Sell |
59,140
-3,200
| -5% | -$99.7K | ﹤0.01% | 1253 |
|
|
2023
Q1 | $1.53M | Sell |
62,340
-1,724
| -3% | -$42.3K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $1.45M | Sell |
64,064
-5,573
| -8% | -$126K | ﹤0.01% | 1384 |
|
|
2022
Q3 | $1.22M | Buy |
69,637
+14,766
| +27% | +$258K | ﹤0.01% | 1403 |
|
|
2022
Q2 | $1.07M | Buy |
54,871
+86
| +0.2% | +$1.67K | ﹤0.01% | 1453 |
|
|
2022
Q1 | $1.42M | Buy |
54,785
+1,997
| +4% | +$51.6K | ﹤0.01% | 1371 |
|
|
2021
Q4 | $2.53M | Buy |
52,788
+516
| +1% | +$24.8K | 0.01% | 1070 |
|
|
2021
Q3 | $2.96M | Buy |
52,272
+304
| +0.6% | +$17.2K | 0.01% | 946 |
|
|
2021
Q2 | $2.76M | Buy |
51,968
+8,889
| +21% | +$472K | 0.01% | 954 |
|
|
2021
Q1 | $2.48M | Sell |
43,079
-5,501
| -11% | -$317K | 0.01% | 1000 |
|
|
2020
Q4 | $1.86M | Sell |
48,580
-6,215
| -11% | -$238K | ﹤0.01% | 1184 |
|
|
2020
Q3 | $1.64M | Sell |
54,795
-6,751
| -11% | -$202K | ﹤0.01% | 1169 |
|
|
2020
Q2 | $1.71M | Sell |
61,546
-3,639
| -6% | -$101K | ﹤0.01% | 1162 |
|
|
2020
Q1 | $920K | Buy |
65,185
+748
| +1% | +$10.6K | ﹤0.01% | 1333 |
|
|
2019
Q4 | $1.84M | Buy |
+64,437
| New | +$1.84M | ﹤0.01% | 1178 |
|
|
2019
Q3 | – | Sell |
-59,705
| Closed | -$1.59M | – | 2225 |
|
|
2019
Q2 | $1.59M | Hold |
59,705
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q1 | $1.25M | Hold |
59,705
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q4 | $892K | Buy |
59,705
+6,098
| +11% | +$91.1K | ﹤0.01% | 1446 |
|
|
2018
Q3 | $770K | Sell |
53,607
-13,944
| -21% | -$200K | ﹤0.01% | 1619 |
|
|
2018
Q2 | $994K | Hold |
67,551
| – | – | ﹤0.01% | 1532 |
|
|
2018
Q1 | $583K | Sell |
67,551
-3,560
| -5% | -$30.7K | ﹤0.01% | 1694 |
|
|
2017
Q4 | $789K | Sell |
71,111
-5,000
| -7% | -$55.5K | ﹤0.01% | 1607 |
|
|
2017
Q3 | $877K | Hold |
76,111
| – | – | ﹤0.01% | 1559 |
|
|
2017
Q2 | $891K | Hold |
76,111
| – | – | ﹤0.01% | 1556 |
|
|
2017
Q1 | $673K | Sell |
76,111
-514,578
| -87% | -$4.55M | ﹤0.01% | 1632 |
|
|
2016
Q4 | $6.66M | Buy |
590,689
+520,073
| +736% | +$5.86M | 0.02% | 598 |
|
|
2016
Q3 | $892K | Hold |
70,616
| – | – | ﹤0.01% | 1486 |
|
|
2016
Q2 | $866K | Sell |
70,616
-171,173
| -71% | -$2.1M | ﹤0.01% | 1481 |
|
|
2016
Q1 | $3.83M | Buy |
241,789
+236,226
| +4,246% | +$3.74M | 0.01% | 649 |
|
|
2015
Q4 | $83K | Hold |
5,563
| – | – | ﹤0.01% | 1889 |
|
|
2015
Q3 | $135K | Hold |
5,563
| – | – | ﹤0.01% | 1485 |
|
|
2015
Q2 | $157K | Hold |
5,563
| – | – | ﹤0.01% | 1524 |
|
|
2015
Q1 | $152K | Hold |
5,563
| – | – | ﹤0.01% | 1501 |
|
|
2014
Q4 | $202K | Hold |
5,563
| – | – | ﹤0.01% | 1289 |
|
|
2014
Q3 | $169K | Buy |
5,563
+3,237
| +139% | +$98.3K | ﹤0.01% | 1306 |
|
|
2014
Q2 | $66K | Hold |
2,326
| – | – | ﹤0.01% | 1816 |
|
|
2014
Q1 | $61K | Hold |
2,326
| – | – | ﹤0.01% | 1677 |
|
|
2013
Q4 | $78K | Sell |
2,326
-214,233
| -99% | -$7.18M | ﹤0.01% | 1529 |
|
|
2013
Q3 | $8.21M | Buy |
216,559
+19,995
| +10% | +$758K | 0.03% | 431 |
|
|
2013
Q2 | $7.4M | Buy |
+196,564
| New | +$7.4M | 0.05% | 290 |
|