Edgestream Partners’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63,841
| Closed | -$1.86M | – | 1085 |
|
|
2024
Q4 | $1.86M | Buy |
63,841
+30,850
| +94% | +$900K | 0.08% | 412 |
|
|
2024
Q3 | $1.06M | Sell |
32,991
-107,641
| -77% | -$3.44M | 0.05% | 560 |
|
|
2024
Q2 | $4.32M | Buy |
140,632
+3,601
| +3% | +$111K | 0.21% | 160 |
|
|
2024
Q1 | $4.82M | Buy |
137,031
+60,203
| +78% | +$2.12M | 0.24% | 122 |
|
|
2023
Q4 | $2.61M | Buy |
+76,828
| New | +$2.61M | 0.19% | 175 |
|