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 |
|