Federated Hermes’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 | $2.29M | Sell |
91,234
-210,857
| -70% | -$5.29M | ﹤0.01% | 902 |
|
|
2025
Q1 | $7.24M | Sell |
302,091
-4,677
| -2% | -$112K | 0.02% | 626 |
|
|
2024
Q4 | $8.95M | Buy |
306,768
+6,041
| +2% | +$176K | 0.02% | 576 |
|
|
2024
Q3 | $9.62M | Buy |
300,727
+17,535
| +6% | +$561K | 0.02% | 580 |
|
|
2024
Q2 | $8.69M | Sell |
283,192
-699
| -0.2% | -$21.5K | 0.02% | 590 |
|
|
2024
Q1 | $10M | Sell |
283,891
-4,534
| -2% | -$160K | 0.02% | 569 |
|
|
2023
Q4 | $9.8M | Sell |
288,425
-7,966
| -3% | -$271K | 0.02% | 563 |
|
|
2023
Q3 | $8.73M | Sell |
296,391
-1,914
| -0.6% | -$56.4K | 0.02% | 564 |
|
|
2023
Q2 | $9.29M | Sell |
298,305
-8,579
| -3% | -$267K | 0.02% | 557 |
|
|
2023
Q1 | $7.52M | Sell |
306,884
-67,155
| -18% | -$1.65M | 0.02% | 614 |
|
|
2022
Q4 | $8.43M | Buy |
374,039
+185,688
| +99% | +$4.19M | 0.02% | 581 |
|
|
2022
Q3 | $3.3M | Buy |
188,351
+133,489
| +243% | +$2.34M | 0.01% | 769 |
|
|
2022
Q2 | $1.07M | Buy |
+54,862
| New | +$1.07M | ﹤0.01% | 1120 |
|
|
2021
Q3 | – | Sell |
-40,679
| Closed | -$2.16M | – | 2319 |
|
|
2021
Q2 | $2.16M | Sell |
40,679
-235,186
| -85% | -$12.5M | ﹤0.01% | 1071 |
|
|
2021
Q1 | $15.9M | Sell |
275,865
-58,613
| -18% | -$3.38M | 0.03% | 551 |
|
|
2020
Q4 | $12.8M | Buy |
334,478
+8,773
| +3% | +$336K | 0.03% | 577 |
|
|
2020
Q3 | $9.74M | Buy |
325,705
+19,241
| +6% | +$575K | 0.02% | 577 |
|
|
2020
Q2 | $8.53M | Sell |
306,464
-180,218
| -37% | -$5.01M | 0.02% | 582 |
|
|
2020
Q1 | $6.88M | Buy |
486,682
+16,962
| +4% | +$240K | 0.02% | 561 |
|
|
2019
Q4 | $13.5M | Buy |
469,720
+12,574
| +3% | +$363K | 0.03% | 523 |
|
|
2019
Q3 | $11.8M | Buy |
457,146
+298,227
| +188% | +$7.69M | 0.03% | 520 |
|
|
2019
Q2 | $4.23M | Buy |
158,919
+154,098
| +3,196% | +$4.1M | 0.01% | 830 |
|
|
2019
Q1 | $100K | Buy |
4,821
+3,848
| +395% | +$79.8K | ﹤0.01% | 1603 |
|
|
2018
Q4 | $16K | Sell |
973
-104
| -10% | -$1.71K | ﹤0.01% | 1804 |
|
|
2018
Q3 | $15K | Buy |
1,077
+893
| +485% | +$12.4K | ﹤0.01% | 1883 |
|
|
2018
Q2 | $3K | Sell |
184
-10,109
| -98% | -$165K | ﹤0.01% | 2074 |
|
|
2018
Q1 | $89K | Sell |
10,293
-117,331
| -92% | -$1.01M | ﹤0.01% | 1604 |
|
|
2017
Q4 | $1.42M | Buy |
127,624
+7,736
| +6% | +$85.9K | ﹤0.01% | 1086 |
|
|
2017
Q3 | $1.38M | Sell |
119,888
-2,514
| -2% | -$28.9K | ﹤0.01% | 1087 |
|
|
2017
Q2 | $1.44M | Sell |
122,402
-25,430
| -17% | -$298K | ﹤0.01% | 1075 |
|
|
2017
Q1 | $1.31M | Sell |
147,832
-1,610
| -1% | -$14.3K | ﹤0.01% | 1082 |
|
|
2016
Q4 | $1.68M | Buy |
149,442
+36,379
| +32% | +$409K | 0.01% | 936 |
|
|
2016
Q3 | $1.43M | Sell |
113,063
-227
| -0.2% | -$2.87K | ﹤0.01% | 987 |
|
|
2016
Q2 | $1.39M | Sell |
113,290
-31,676
| -22% | -$389K | ﹤0.01% | 987 |
|
|
2016
Q1 | $2.3M | Buy |
144,966
+101,406
| +233% | +$1.61M | 0.01% | 789 |
|
|
2015
Q4 | $652K | Buy |
43,560
+6,220
| +17% | +$93.1K | ﹤0.01% | 1212 |
|
|
2015
Q3 | $906K | Sell |
37,340
-2,001
| -5% | -$48.6K | ﹤0.01% | 1117 |
|
|
2015
Q2 | $1.12M | Buy |
39,341
+14,787
| +60% | +$419K | ﹤0.01% | 1124 |
|
|
2015
Q1 | $674K | Sell |
24,554
-306,569
| -93% | -$8.42M | ﹤0.01% | 1290 |
|
|
2014
Q4 | $12M | Buy |
331,123
+93,223
| +39% | +$3.39M | 0.04% | 407 |
|
|
2014
Q3 | $7.22M | Sell |
237,900
-7,259
| -3% | -$220K | 0.02% | 541 |
|
|
2014
Q2 | $7.03M | Sell |
245,159
-5,382
| -2% | -$154K | 0.02% | 550 |
|
|
2014
Q1 | $6.66M | Sell |
250,541
-24,568
| -9% | -$653K | 0.02% | 570 |
|
|
2013
Q4 | $9.17M | Sell |
275,109
-116,083
| -30% | -$3.87M | 0.03% | 476 |
|
|
2013
Q3 | $14.9M | Buy |
391,192
+5,904
| +2% | +$225K | 0.06% | 284 |
|
|
2013
Q2 | $14.5M | Buy |
+385,288
| New | +$14.5M | 0.06% | 263 |
|