First Horizon 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 | $1.86K | Buy |
+74
| New | +$1.86K | ﹤0.01% | 2052 |
|
|
2024
Q4 | – | Sell |
-227
| Closed | -$7.26K | – | 2379 |
|
|
2024
Q3 | $7.26K | Sell |
227
-53
| -19% | -$1.7K | ﹤0.01% | 1711 |
|
|
2024
Q2 | $8.6K | Sell |
280
-27
| -9% | -$829 | ﹤0.01% | 1592 |
|
|
2024
Q1 | $10.8K | Sell |
307
-48
| -14% | -$1.69K | ﹤0.01% | 1547 |
|
|
2023
Q4 | $12.1K | Hold |
355
| – | – | ﹤0.01% | 1523 |
|
|
2023
Q3 | $10.5K | Hold |
355
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q2 | $11.1K | Buy |
355
+272
| +328% | +$8.47K | ﹤0.01% | 1506 |
|
|
2023
Q1 | $2.03K | Buy |
+83
| New | +$2.03K | ﹤0.01% | 2092 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$4K | – | 2541 |
|
|
2022
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1844 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1934 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1312 |
|
|
2021
Q4 | $10K | Sell |
200
-63
| -24% | -$3.15K | ﹤0.01% | 1525 |
|
|
2021
Q3 | $14K | Sell |
263
-526
| -67% | -$28K | ﹤0.01% | 1414 |
|
|
2021
Q2 | $41K | Buy |
789
+684
| +651% | +$35.5K | ﹤0.01% | 859 |
|
|
2021
Q1 | $5K | Hold |
105
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q4 | $4K | Hold |
105
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q3 | $3K | Buy |
105
+16
| +18% | +$457 | ﹤0.01% | 1270 |
|
|
2020
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 1301 |
|
|
2020
Q1 | $1K | Buy |
89
+51
| +134% | +$573 | ﹤0.01% | 1318 |
|
|
2019
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1456 |
|
|
2014
Q3 | – | Sell |
-17
| Closed | – | – | 1599 |
|
|
2014
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1577 |
|
|
2014
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1508 |
|