Cornercap Investment Counsel’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,210
| Closed | -$444K | – | 433 |
|
|
2024
Q4 | $444K | Hold |
15,210
| – | – | 0.14% | 247 |
|
|
2024
Q3 | $487K | Sell |
15,210
-16,072
| -51% | -$514K | 0.14% | 263 |
|
|
2024
Q2 | $960K | Sell |
31,282
-283
| -0.9% | -$8.69K | 0.16% | 255 |
|
|
2024
Q1 | $1.11M | Buy |
31,565
+15,503
| +97% | +$546K | 0.17% | 201 |
|
|
2023
Q4 | $546K | Buy |
16,062
+238
| +2% | +$8.09K | 0.09% | 394 |
|
|
2023
Q3 | $466K | Buy |
+15,824
| New | +$466K | 0.08% | 418 |
|
|
2020
Q4 | – | Sell |
-30,966
| Closed | -$926K | – | 604 |
|
|
2020
Q3 | $926K | Hold |
30,966
| – | – | 0.13% | 235 |
|
|
2020
Q2 | $861K | Buy |
+30,966
| New | +$861K | 0.14% | 265 |
|