Farther Finance Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27K | Sell |
210
-200
| -49% | -$5.02K | ﹤0.01% | 3334 |
|
|
2025
Q1 | $9.92K | Buy |
410
+68
| +20% | +$1.65K | ﹤0.01% | 2741 |
|
|
2024
Q4 | $9.98K | Sell |
342
-122
| -26% | -$3.56K | ﹤0.01% | 2382 |
|
|
2024
Q3 | $14.9K | Buy |
464
+139
| +43% | +$4.46K | ﹤0.01% | 2198 |
|
|
2024
Q2 | $9.76K | Buy |
325
+199
| +158% | +$5.97K | ﹤0.01% | 2092 |
|
|
2024
Q1 | $4.41K | Sell |
126
-10
| -7% | -$350 | ﹤0.01% | 2131 |
|
|
2023
Q4 | $4.62K | Buy |
136
+46
| +51% | +$1.56K | ﹤0.01% | 2004 |
|
|
2023
Q3 | $2.65K | Hold |
90
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q2 | $2.8K | Hold |
90
| – | – | ﹤0.01% | 1638 |
|
|
2023
Q1 | $2.21K | Sell |
90
-51
| -36% | -$1.25K | ﹤0.01% | 1610 |
|
|
2022
Q4 | $3.18K | Buy |
+141
| New | +$3.18K | ﹤0.01% | 1297 |
|