Covestor’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 | $38K | Sell |
1,517
-177
| -10% | -$4.43K | 0.02% | 1009 |
|
|
2025
Q1 | $40K | Buy |
1,694
+356
| +27% | +$8.41K | 0.03% | 930 |
|
|
2024
Q4 | $39K | Buy |
1,338
+202
| +18% | +$5.89K | 0.02% | 947 |
|
|
2024
Q3 | $37K | Buy |
1,136
+828
| +269% | +$27K | 0.02% | 982 |
|
|
2024
Q2 | $9K | Buy |
308
+3
| +1% | +$88 | 0.01% | 1642 |
|
|
2024
Q1 | $11K | Sell |
305
-62
| -17% | -$2.24K | 0.01% | 1545 |
|
|
2023
Q4 | $12K | Buy |
367
+108
| +42% | +$3.53K | 0.01% | 1447 |
|
|
2023
Q3 | $7K | Sell |
259
-30
| -10% | -$811 | 0.01% | 1645 |
|
|
2023
Q2 | $9K | Buy |
289
+281
| +3,513% | +$8.75K | 0.01% | 1536 |
|
|
2023
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 2635 |
|
|
2022
Q4 | $0 | Sell |
8
-51
| -86% | – | ﹤0.01% | 2651 |
|
|
2022
Q3 | $1K | Buy |
59
+41
| +228% | +$695 | ﹤0.01% | 1858 |
|
|
2022
Q2 | $0 | Buy |
18
+4
| +29% | – | ﹤0.01% | 2389 |
|
|
2022
Q1 | $0 | Sell |
14
-9
| -39% | – | ﹤0.01% | 2504 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1968 |
|