Capital Fund Management (CFM)’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
+11,261
| New | +$283K | ﹤0.01% | 826 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 962 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 944 |
|
|
2021
Q3 | – | Sell |
-13,274
| Closed | -$704K | – | 910 |
|
|
2021
Q2 | $704K | Sell |
13,274
-20,107
| -60% | -$1.07M | 0.01% | 475 |
|
|
2021
Q1 | $1.92M | Sell |
33,381
-42,106
| -56% | -$2.43M | 0.02% | 289 |
|
|
2020
Q4 | $2.89M | Sell |
75,487
-170,030
| -69% | -$6.51M | 0.03% | 244 |
|
|
2020
Q3 | $7.34M | Buy |
245,517
+50,383
| +26% | +$1.51M | 0.09% | 96 |
|
|
2020
Q2 | $5.43M | Sell |
195,134
-105,793
| -35% | -$2.94M | 0.09% | 112 |
|
|
2020
Q1 | $4.26M | Buy |
300,927
+32,407
| +12% | +$458K | 0.07% | 166 |
|
|
2019
Q4 | $7.74M | Buy |
268,520
+168,950
| +170% | +$4.87M | 0.06% | 165 |
|
|
2019
Q3 | $2.57M | Buy |
+99,570
| New | +$2.57M | 0.02% | 317 |
|
|
2019
Q1 | – | Sell |
-170,145
| Closed | -$2.76M | – | 1148 |
|
|
2018
Q4 | $2.76M | Buy |
170,145
+128,776
| +311% | +$2.09M | 0.02% | 308 |
|
|
2018
Q3 | $595K | Buy |
+41,369
| New | +$595K | ﹤0.01% | 655 |
|
|
2016
Q3 | – | Sell |
-176,791
| Closed | -$2.17M | – | 1115 |
|
|
2016
Q2 | $2.17M | Sell |
176,791
-66,700
| -27% | -$819K | 0.02% | 391 |
|
|
2016
Q1 | $3.86M | Buy |
+243,491
| New | +$3.86M | 0.04% | 310 |
|
|
2015
Q3 | – | Sell |
-127,703
| Closed | -$3.62M | – | 918 |
|
|
2015
Q2 | $3.62M | Buy |
+127,703
| New | +$3.62M | 0.05% | 225 |
|
|
2015
Q1 | – | Sell |
-8,000
| Closed | -$291K | – | 962 |
|
|
2014
Q4 | $291K | Buy |
+8,000
| New | +$291K | ﹤0.01% | 599 |
|