Cresset Asset Management’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 | – | Sell |
-43,726
| Closed | -$1.05M | – | 1760 |
|
|
2025
Q1 | $1.05M | Sell |
43,726
-3,195
| -7% | -$76.6K | 0.01% | 750 |
|
|
2024
Q4 | $1.39M | Buy |
46,921
+2,506
| +6% | +$74.1K | 0.01% | 659 |
|
|
2024
Q3 | $1.42M | Buy |
44,415
+3,012
| +7% | +$96.4K | 0.01% | 970 |
|
|
2024
Q2 | $1.29M | Buy |
41,403
+5,203
| +14% | +$162K | 0.01% | 909 |
|
|
2024
Q1 | $1.27M | Buy |
+36,200
| New | +$1.27M | 0.01% | 857 |
|
|
2019
Q2 | – | Sell |
-70
| Closed | -$1K | – | 1649 |
|
|
2019
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1611 |
|