Clearstead Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Buy |
|
|||||
|
2025
Q1 | $28.8K | Hold |
|
|||||
|
2024
Q4 | $35K | Hold |
|
|||||
|
2024
Q3 | $38.4K | Hold |
|
|||||
|
2024
Q2 | $36.8K | Hold |
|
|||||
|
2024
Q1 | $39.8K | Sell |
|
|||||
|
2023
Q4 | $44.2K | Sell |
|
|||||
|
2023
Q3 | $76.6K | Buy |
|
|||||
|
2023
Q2 | $40.5K | Sell |
|
|||||
|
2023
Q1 | $34.3K | Hold |
|
|||||
|
2022
Q4 | $31.6K | Hold |
|
|||||
|
2022
Q3 | $25K | Hold |
|
|||||
|
2022
Q2 | $27K | Hold |
|
|||||
|
2022
Q1 | $35K | Hold |
|
|||||
|
2021
Q4 | $67K | Hold |
|
|||||
|
2021
Q3 | $79K | Hold |
|
|||||
|
2021
Q2 | $74K | Sell |
|
|||||
|
2021
Q1 | $86K | Hold |
|
|||||
|
2020
Q4 | $57K | Sell |
|
|||||
|
2020
Q3 | $60K | Hold |
|
|||||
|
2020
Q2 | $56K | Buy |
|