Caxton Associates (New York)’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60,402
| Closed | -$1.93M | – | 681 |
|
|
2024
Q3 | $1.93M | Buy |
60,402
+29,265
| +94% | +$936K | 0.07% | 127 |
|
|
2024
Q2 | $956K | Buy |
+31,137
| New | +$956K | 0.03% | 247 |
|
|
2021
Q4 | – | Sell |
-4,983
| Closed | -$280K | – | 647 |
|
|
2021
Q3 | $280K | Buy |
4,983
+738
| +17% | +$41.5K | 0.03% | 308 |
|
|
2021
Q2 | $225K | Sell |
4,245
-2,365
| -36% | -$125K | 0.02% | 374 |
|
|
2021
Q1 | $381K | Buy |
+6,610
| New | +$381K | 0.03% | 192 |
|
|
2020
Q1 | – | Sell |
-27,742
| Closed | -$792K | – | 587 |
|
|
2019
Q4 | $792K | Buy |
27,742
+13,542
| +95% | +$387K | 0.11% | 106 |
|
|
2019
Q3 | $366K | Buy |
+14,200
| New | +$366K | 0.07% | 201 |
|
|
2019
Q2 | – | Sell |
-29,594
| Closed | -$618K | – | 517 |
|
|
2019
Q1 | $618K | Buy |
+29,594
| New | +$618K | 0.09% | 110 |
|