EverSource Wealth Advisors’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
Q2 | $18.5K | Buy |
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|
2025
Q1 | $5.92K | Buy |
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|
2024
Q4 | $2.83K | Buy |
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|
2024
Q3 | $2.75K | Hold |
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|
2024
Q2 | $3.25K | Hold |
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|
2024
Q1 | $2.67K | Hold |
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|
2023
Q4 | $2.92K | Sell |
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|
2023
Q3 | $5.01K | Hold |
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|
2023
Q2 | $5.29K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Buy |
|