Capital Fund Management (CFM)’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $601K | Sell |
33,286
-4,711
| -12% | -$91.8K | 0.01% | 1833 |
|
|
2025
Q4 | $667K | Buy |
+37,997
| New | +$735K | 0.01% | 2146 |
|
|
2025
Q3 | – | Sell |
-11,261
| Closed | -$283K | – | 3012 |
|
|
2025
Q2 | $283K | Buy |
+11,261
| New | +$263K | ﹤0.01% | 2283 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2049 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2106 |
|
|
2021
Q3 | – | Sell |
-13,274
| Closed | -$781K | – | 2013 |
|
|
2021
Q2 | $704K | Sell |
13,274
-20,107
| -60% | -$1.17M | 0.02% | 1233 |
|
|
2021
Q1 | $1.92M | Sell |
33,381
-42,106
| -56% | -$2.2M | 0.07% | 750 |
|
|
2020
Q4 | $2.89M | Sell |
75,487
-170,030
| -69% | -$5.77M | 0.09% | 652 |
|
|
2020
Q3 | $7.34M | Buy |
245,517
+50,383
| +26% | +$1.49M | 0.24% | 256 |
|
|
2020
Q2 | $5.43M | Sell |
195,134
-105,793
| -35% | -$2.35M | 0.22% | 288 |
|
|
2020
Q1 | $4.25M | Buy |
300,927
+32,407
| +12% | +$780K | 0.15% | 334 |
|
|
2019
Q4 | $7.74M | Buy |
268,520
+168,950
| +170% | +$4.42M | 0.18% | 409 |
|
|
2019
Q3 | $2.57M | Buy |
+99,570
| New | +$2.61M | 0.06% | 713 |
|
|
2019
Q1 | – | Sell |
-170,145
| Closed | -$2.75M | – | 2241 |
|
|
2018
Q4 | $2.75M | Buy |
170,145
+128,776
| +311% | +$1.87M | 0.09% | 722 |
|
|
2018
Q3 | $595K | Buy |
+41,369
| New | +$608K | 0.01% | 1540 |
|
|
2016
Q3 | – | Sell |
-176,791
| Closed | -$2.17M | – | 1904 |
|
|
2016
Q2 | $2.17M | Sell |
176,791
-66,700
| -27% | -$898K | 0.04% | 711 |
|
|
2016
Q1 | $3.86M | Buy |
+243,491
| New | +$3.25M | 0.07% | 516 |
|
|
2015
Q3 | – | Sell |
-127,703
| Closed | -$3.62M | – | 1779 |
|
|
2015
Q2 | $3.62M | Buy |
+127,703
| New | +$3.83M | 0.09% | 455 |
|
|
2015
Q1 | – | Sell |
-8,000
| Closed | -$291K | – | 1890 |
|
|
2014
Q4 | $291K | Buy |
+8,000
| New | +$258K | 0.01% | 1359 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
