CoreCap 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
Q3 | $663K | Sell |
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|
2025
Q2 | $720K | Buy |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $688K | Buy |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $488K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $500K | Buy |
|