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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Sell |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $477K | Buy |
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|
2017
Q4 | $468K | Sell |
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|
2017
Q3 | $497K | Buy |
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|
2017
Q2 | $489K | Sell |
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|
2017
Q1 | $423K | Buy |
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|
2016
Q4 | $432K | Buy |
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|
2016
Q3 | $415K | Buy |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | $364K | Buy |
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|
2015
Q4 | $48K | Buy |
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|
2015
Q3 | $66K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $92K | Sell |
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|
2014
Q4 | $180K | Buy |
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|
2014
Q3 | $102K | Sell |
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|
2014
Q2 | $128K | Buy |
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|
2014
Q1 | $84K | Hold |
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|
2013
Q4 | $105K | Buy |
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|
2013
Q3 | $24K | Hold |
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|
2013
Q2 | $24K | Buy |
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