Cetera Investment Advisers’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 | $247K | Sell |
9,823
-1,166
| -11% | -$29.3K | ﹤0.01% | 3563 |
|
|
2025
Q1 | $263K | Buy |
10,989
+258
| +2% | +$6.18K | ﹤0.01% | 3382 |
|
|
2024
Q4 | $313K | Sell |
10,731
-368
| -3% | -$10.7K | ﹤0.01% | 3087 |
|
|
2024
Q3 | $355K | Sell |
11,099
-280
| -2% | -$8.96K | ﹤0.01% | 2927 |
|
|
2024
Q2 | $349K | Buy |
11,379
+2,134
| +23% | +$65.5K | ﹤0.01% | 2904 |
|
|
2024
Q1 | $326K | Buy |
+9,245
| New | +$326K | ﹤0.01% | 2958 |
|
|
2023
Q2 | – | Sell |
-9,327
| Closed | -$229K | – | 2285 |
|
|
2023
Q1 | $229K | Buy |
+9,327
| New | +$229K | ﹤0.01% | 1877 |
|