Creative Planning’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Buy |
96,177
+40,529
| +73% | +$790K | ﹤0.01% | 2012 |
|
|
2025
Q4 | $977K | Buy |
55,648
+33,575
| +152% | +$649K | ﹤0.01% | 2301 |
|
|
2025
Q3 | $522K | Sell |
22,073
-2,869
| -12% | -$70.8K | ﹤0.01% | 2679 |
|
|
2025
Q2 | $626K | Buy |
24,942
+13,450
| +117% | +$314K | ﹤0.01% | 2265 |
|
|
2025
Q1 | $275K | Buy |
+11,492
| New | +$316K | ﹤0.01% | 2831 |
|
|
2018
Q2 | – | Sell |
-55,230
| Closed | -$477K | – | 2176 |
|
|
2018
Q1 | $477K | Buy |
55,230
+13,050
| +31% | +$125K | ﹤0.01% | 1113 |
|
|
2017
Q4 | $468K | Sell |
42,180
-1,075
| -2% | -$11.8K | ﹤0.01% | 1118 |
|
|
2017
Q3 | $497K | Buy |
43,255
+1,505
| +4% | +$18.6K | ﹤0.01% | 1063 |
|
|
2017
Q2 | $489K | Sell |
41,750
-5,966
| -13% | -$67.4K | ﹤0.01% | 1021 |
|
|
2017
Q1 | $423K | Buy |
47,716
+9,300
| +24% | +$84.6K | ﹤0.01% | 1084 |
|
|
2016
Q4 | $432K | Buy |
38,416
+5,561
| +17% | +$61.9K | ﹤0.01% | 997 |
|
|
2016
Q3 | $415K | Buy |
32,855
+3,200
| +11% | +$40K | ﹤0.01% | 994 |
|
|
2016
Q2 | $364K | Buy |
29,655
+6,670
| +29% | +$89.8K | ﹤0.01% | 933 |
|
|
2016
Q1 | $364K | Buy |
22,985
+19,760
| +613% | +$264K | ﹤0.01% | 890 |
|
|
2015
Q4 | $48K | Buy |
3,225
+500
| +18% | +$9.55K | ﹤0.01% | 2158 |
|
|
2015
Q3 | $66K | Buy |
+2,725
| New | +$73.2K | ﹤0.01% | 1848 |
|
|
2015
Q2 | – | Sell |
-3,355
| Closed | -$92K | – | 2927 |
|
|
2015
Q1 | $92K | Sell |
3,355
-1,600
| -32% | -$48.8K | ﹤0.01% | 1625 |
|
|
2014
Q4 | $180K | Buy |
4,955
+1,600
| +48% | +$51.5K | ﹤0.01% | 1208 |
|
|
2014
Q3 | $102K | Sell |
3,355
-1,092
| -25% | -$29.4K | ﹤0.01% | 1462 |
|
|
2014
Q2 | $128K | Buy |
4,447
+1,298
| +41% | +$36.7K | ﹤0.01% | 1275 |
|
|
2014
Q1 | $84K | Hold |
3,149
| – | – | ﹤0.01% | 1510 |
|
|
2013
Q4 | $105K | Buy |
3,149
+2,519
| +400% | +$87.2K | ﹤0.01% | 1169 |
|
|
2013
Q3 | $24K | Hold |
630
| – | – | ﹤0.01% | 1997 |
|
|
2013
Q2 | $24K | Buy |
+630
| New | +$22.8K | ﹤0.01% | 1828 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
