Dynamic Technology Lab’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
Q4 | – | Sell |
-19,540
| Closed | -$462K | – | 1103 |
|
|
2025
Q3 | $462K | Buy |
+19,540
| New | +$482K | 0.08% | 442 |
|
|
2025
Q2 | – | Sell |
-9,639
| Closed | -$231K | – | 1365 |
|
|
2025
Q1 | $231K | Sell |
9,639
-25,331
| -72% | -$696K | 0.03% | 797 |
|
|
2024
Q4 | $1.02M | Buy |
34,970
+11,837
| +51% | +$367K | 0.16% | 199 |
|
|
2024
Q3 | $740K | Sell |
23,133
-7,909
| -25% | -$254K | 0.08% | 430 |
|
|
2024
Q2 | $953K | Buy |
+31,042
| New | +$992K | 0.11% | 318 |
|
|
2023
Q3 | – | Sell |
-16,960
| Closed | -$528K | – | 1351 |
|
|
2023
Q2 | $528K | Buy |
+16,960
| New | +$496K | 0.07% | 484 |
|
|
2023
Q1 | – | Sell |
-9,323
| Closed | -$210K | – | 1523 |
|
|
2022
Q4 | $210K | Sell |
9,323
-8,247
| -47% | -$177K | 0.02% | 898 |
|
|
2022
Q3 | $308K | Buy |
+17,570
| New | +$437K | 0.03% | 798 |
|
|
2022
Q1 | – | Sell |
-20,680
| Closed | -$994K | – | 1542 |
|
|
2021
Q4 | $994K | Sell |
20,680
-932
| -4% | -$46.6K | 0.11% | 306 |
|
|
2021
Q3 | $1.22M | Buy |
21,612
+992
| +5% | +$58.4K | 0.15% | 206 |
|
|
2021
Q2 | $1.09M | Buy |
20,620
+14,933
| +263% | +$867K | 0.11% | 298 |
|
|
2021
Q1 | $328K | Buy |
+5,687
| New | +$298K | 0.04% | 768 |
|
|
2020
Q4 | – | Sell |
-14,226
| Closed | -$425K | – | 1374 |
|
|
2020
Q3 | $425K | Sell |
14,226
-2,808
| -16% | -$83K | 0.07% | 518 |
|
|
2020
Q2 | $474K | Buy |
17,034
+5,000
| +42% | +$111K | 0.07% | 459 |
|
|
2020
Q1 | $170K | Buy |
+12,034
| New | +$290K | 0.03% | 805 |
|
|
2019
Q4 | – | Sell |
-10,815
| Closed | -$279K | – | 1318 |
|
|
2019
Q3 | $279K | Sell |
10,815
-6,948
| -39% | -$182K | 0.05% | 687 |
|
|
2019
Q2 | $473K | Buy |
17,763
+1,205
| +7% | +$28.6K | 0.08% | 437 |
|
|
2019
Q1 | $346K | Buy |
+16,558
| New | +$305K | 0.06% | 598 |
|
|
2017
Q4 | – | Sell |
-26,570
| Closed | -$305K | – | 1358 |
|
|
2017
Q3 | $305K | Buy |
+26,570
| New | +$328K | 0.05% | 719 |
|
|
2017
Q2 | – | Sell |
-14,649
| Closed | -$130K | – | 1333 |
|
|
2017
Q1 | $130K | Buy |
+14,649
| New | +$133K | 0.03% | 878 |
|
|
2016
Q2 | – | Sell |
-25,435
| Closed | -$403K | – | 1173 |
|
|
2016
Q1 | $403K | Buy |
+25,435
| New | +$339K | 0.11% | 367 |
|
|
2015
Q4 | – | Sell |
-13,590
| Closed | -$330K | – | 1136 |
|
|
2015
Q3 | $330K | Buy |
+13,590
| New | +$365K | 0.11% | 396 |
|
|
2014
Q1 | – | Sell |
-8,496
| Closed | -$283K | – | 749 |
|
|
2013
Q4 | $283K | Buy |
+8,496
| New | +$294K | 0.19% | 218 |
|
Other funds holding UPBD
IC
HCM
