CoreCap Advisors’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
$720K Buy
28,677
+2,792
+11% +$70.1K 0.03% 418
2025
Q1
$620K Buy
25,885
+1,693
+7% +$40.6K 0.03% 435
2024
Q4
$706K Buy
24,192
+2,697
+13% +$78.7K 0.03% 398
2024
Q3
$688K Buy
21,495
+1,758
+9% +$56.2K 0.03% 393
2024
Q2
$606K Buy
19,737
+15
+0.1% +$461 0.06% 201
2024
Q1
$694K Buy
19,722
+1,157
+6% +$40.7K 0.04% 347
2023
Q4
$631K Buy
18,565
+2,038
+12% +$69.2K 0.04% 309
2023
Q3
$487K Buy
16,527
+853
+5% +$25.1K 0.04% 325
2023
Q2
$488K Buy
+15,674
New +$488K 0.03% 353
2022
Q4
$321K Buy
14,233
+1,863
+15% +$42K 0.02% 440
2022
Q3
$217K Sell
12,370
-625
-5% -$11K 0.02% 473
2022
Q2
$253K Buy
12,995
+2,220
+21% +$43.2K 0.02% 460
2022
Q1
$271K Buy
10,775
+365
+4% +$9.18K 0.02% 432
2021
Q4
$500K Buy
+10,410
New +$500K 0.03% 365