EverSource Wealth Advisors’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Buy |
739
+492
| +199% | +$12.3K | ﹤0.01% | 2352 |
|
|
2025
Q1 | $5.92K | Buy |
247
+150
| +155% | +$3.59K | ﹤0.01% | 2413 |
|
|
2024
Q4 | $2.83K | Buy |
97
+11
| +13% | +$321 | ﹤0.01% | 2582 |
|
|
2024
Q3 | $2.75K | Hold |
86
| – | – | ﹤0.01% | 2433 |
|
|
2024
Q2 | $3.25K | Hold |
86
| – | – | ﹤0.01% | 2378 |
|
|
2024
Q1 | $2.67K | Hold |
86
| – | – | ﹤0.01% | 2296 |
|
|
2023
Q4 | $2.92K | Sell |
86
-84
| -49% | -$2.85K | ﹤0.01% | 2064 |
|
|
2023
Q3 | $5.01K | Hold |
170
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q2 | $5.29K | Buy |
+170
| New | +$5.29K | ﹤0.01% | 1714 |
|
|
2022
Q3 | – | Sell |
-279
| Closed | -$5K | – | 2148 |
|
|
2022
Q2 | $5K | Buy |
+279
| New | +$5K | ﹤0.01% | 1290 |
|