Capital Advisors Ltd’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
$2K Buy
82
+56
+215% +$1.37K ﹤0.01% 1108
2025
Q1
$1K Hold
26
﹤0.01% 1281
2024
Q4
$1K Hold
26
﹤0.01% 1317
2024
Q3
$1K Hold
26
﹤0.01% 1307
2024
Q2
$1K Hold
26
﹤0.01% 1307
2024
Q1
$1K Hold
26
﹤0.01% 1286
2023
Q4
$1K Hold
26
﹤0.01% 1235
2023
Q3
$1K Hold
26
﹤0.01% 1229
2023
Q2
$1K Hold
26
﹤0.01% 1231
2023
Q1
$1K Hold
26
﹤0.01% 1125
2022
Q4
$1K Buy
+26
New +$1K ﹤0.01% 1112