Farther Finance 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 Q3 | $23.5K | Buy |  | |||||
| 2025 Q2 | $5.27K | Sell |  | |||||
| 2025 Q1 | $9.92K | Buy |  | |||||
| 2024 Q4 | $9.98K | Sell |  | |||||
| 2024 Q3 | $14.9K | Buy |  | |||||
| 2024 Q2 | $9.76K | Buy |  | |||||
| 2024 Q1 | $4.41K | Sell |  | |||||
| 2023 Q4 | $4.62K | Buy |  | |||||
| 2023 Q3 | $2.65K | Hold |  | |||||
| 2023 Q2 | $2.8K | Hold |  | |||||
| 2023 Q1 | $2.21K | Sell |  | |||||
| 2022 Q4 | $3.18K | Buy |  |