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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.7K | Hold |
1,200
| – | – | ﹤0.01% | 1440 |
|
|
2025
Q4 | $21.1K | Sell |
1,200
-143
| -11% | -$2.77K | ﹤0.01% | 1688 |
|
|
2025
Q3 | $31.7K | Sell |
1,343
-38
| -3% | -$938 | ﹤0.01% | 1442 |
|
|
2025
Q2 | $34.7K | Buy |
1,381
+181
| +15% | +$4.23K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $28.8K | Hold |
1,200
| – | – | ﹤0.01% | 1314 |
|
|
2024
Q4 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 1248 |
|
|
2024
Q3 | $38.4K | Hold |
1,200
| – | – | ﹤0.01% | 1264 |
|
|
2024
Q2 | $36.8K | Hold |
1,200
| – | – | ﹤0.01% | 1232 |
|
|
2024
Q1 | $39.8K | Sell |
1,200
-100
| -8% | -$3.34K | ﹤0.01% | 823 |
|
|
2023
Q4 | $44.2K | Sell |
1,300
-1,300
| -50% | -$38.7K | ﹤0.01% | 772 |
|
|
2023
Q3 | $76.6K | Buy |
2,600
+1,300
| +100% | +$40.5K | ﹤0.01% | 799 |
|
|
2023
Q2 | $40.5K | Sell |
1,300
-100
| -7% | -$2.92K | ﹤0.01% | 770 |
|
|
2023
Q1 | $34.3K | Hold |
1,400
| – | – | ﹤0.01% | 744 |
|
|
2022
Q4 | $31.6K | Hold |
1,400
| – | – | ﹤0.01% | 711 |
|
|
2022
Q3 | $25K | Hold |
1,400
| – | – | ﹤0.01% | 741 |
|
|
2022
Q2 | $27K | Hold |
1,400
| – | – | ﹤0.01% | 738 |
|
|
2022
Q1 | $35K | Hold |
1,400
| – | – | ﹤0.01% | 753 |
|
|
2021
Q4 | $67K | Hold |
1,400
| – | – | ﹤0.01% | 609 |
|
|
2021
Q3 | $79K | Hold |
1,400
| – | – | 0.01% | 533 |
|
|
2021
Q2 | $74K | Sell |
1,400
-100
| -7% | -$5.81K | 0.01% | 500 |
|
|
2021
Q1 | $86K | Hold |
1,500
| – | – | 0.01% | 463 |
|
|
2020
Q4 | $57K | Sell |
1,500
-500
| -25% | -$17K | 0.01% | 499 |
|
|
2020
Q3 | $60K | Hold |
2,000
| – | – | 0.01% | 446 |
|
|
2020
Q2 | $56K | Buy |
+2,000
| New | +$44.4K | 0.01% | 419 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
