Credit Suisse’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.81M Sell
51,466
-1,824
-3% -$64.2K ﹤0.01% 1915
2023
Q4
$1.81M Buy
53,290
+4,031
+8% +$137K ﹤0.01% 1954
2023
Q3
$1.45M Sell
49,259
-3,695
-7% -$109K ﹤0.01% 2023
2023
Q2
$1.65M Sell
52,954
-12,872
-20% -$401K ﹤0.01% 2047
2023
Q1
$1.61M Buy
65,826
+620
+1% +$15.2K ﹤0.01% 1991
2022
Q4
$1.47M Buy
65,206
+11,001
+20% +$248K ﹤0.01% 2052
2022
Q3
$950K Sell
54,205
-2,145
-4% -$37.6K ﹤0.01% 2353
2022
Q2
$1.1M Sell
56,350
-2,910
-5% -$56.6K ﹤0.01% 2308
2022
Q1
$1.49M Buy
59,260
+7,537
+15% +$190K ﹤0.01% 2262
2021
Q4
$2.48M Sell
51,723
-976
-2% -$46.9K ﹤0.01% 2008
2021
Q3
$2.96M Sell
52,699
-969
-2% -$54.5K ﹤0.01% 1890
2021
Q2
$2.85M Sell
53,668
-59,570
-53% -$3.16M ﹤0.01% 1926
2021
Q1
$6.53M Buy
113,238
+49,729
+78% +$2.87M ﹤0.01% 1377
2020
Q4
$2.43M Buy
63,509
+220
+0.3% +$8.43K ﹤0.01% 2002
2020
Q3
$1.89M Sell
63,289
-2,659
-4% -$79.5K ﹤0.01% 1845
2020
Q2
$1.84M Sell
65,948
-1,551
-2% -$43.2K ﹤0.01% 1910
2020
Q1
$954K Sell
67,499
-4,942
-7% -$69.8K ﹤0.01% 2133
2019
Q4
$2.09M Buy
72,441
+24,108
+50% +$696K ﹤0.01% 2009
2019
Q3
$1.25M Sell
48,333
-45,485
-48% -$1.17M ﹤0.01% 2255
2019
Q2
$2.5M Sell
93,818
-15,660
-14% -$417K ﹤0.01% 1794
2019
Q1
$2.29M Sell
109,478
-13,646
-11% -$285K ﹤0.01% 1817
2018
Q4
$1.99M Sell
123,124
-411,010
-77% -$6.65M ﹤0.01% 1811
2018
Q3
$7.68M Buy
534,134
+146,949
+38% +$2.11M 0.01% 1166
2018
Q2
$5.7M Buy
387,185
+198,842
+106% +$2.93M 0.01% 1358
2018
Q1
$1.63M Buy
188,343
+98,286
+109% +$848K ﹤0.01% 2219
2017
Q4
$1M Sell
90,057
-71,567
-44% -$795K ﹤0.01% 2535
2017
Q3
$1.86M Buy
161,624
+124,539
+336% +$1.43M ﹤0.01% 2193
2017
Q2
$435K Sell
37,085
-124,659
-77% -$1.46M ﹤0.01% 2865
2017
Q1
$1.43M Buy
161,744
+8,035
+5% +$71.2K ﹤0.01% 2268
2016
Q4
$1.73M Buy
153,709
+86,013
+127% +$968K ﹤0.01% 2247
2016
Q3
$856K Buy
67,696
+6,513
+11% +$82.4K ﹤0.01% 2761
2016
Q2
$752K Buy
61,183
+24,846
+68% +$305K ﹤0.01% 2872
2016
Q1
$576K Sell
36,337
-114,627
-76% -$1.82M ﹤0.01% 2856
2015
Q4
$2.26M Buy
150,964
+86,225
+133% +$1.29M ﹤0.01% 2022
2015
Q3
$1.57M Sell
64,739
-27,268
-30% -$661K ﹤0.01% 2272
2015
Q2
$2.61M Buy
92,007
+29,014
+46% +$822K ﹤0.01% 2118
2015
Q1
$1.73M Buy
62,993
+9,971
+19% +$274K ﹤0.01% 2280
2014
Q4
$1.93M Buy
53,022
+4,159
+9% +$151K ﹤0.01% 2257
2014
Q3
$1.48M Sell
48,863
-47,656
-49% -$1.45M ﹤0.01% 2377
2014
Q2
$2.77M Sell
96,519
-6,354
-6% -$182K ﹤0.01% 2109
2014
Q1
$2.74M Sell
102,873
-42,692
-29% -$1.14M ﹤0.01% 1996
2013
Q4
$4.85M Buy
145,565
+44,690
+44% +$1.49M ﹤0.01% 1591
2013
Q3
$3.85M Buy
100,875
+20,062
+25% +$765K ﹤0.01% 1577
2013
Q2
$3.03M Buy
+80,813
New +$3.03M ﹤0.01% 1670