First National Advisers’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 | – | Sell |
-8,395
| Closed | -$201K | – | 226 |
|
|
2025
Q1 | $201K | Sell |
8,395
-58,515
| -87% | -$1.4M | 0.03% | 211 |
|
|
2024
Q4 | $1.95M | Buy |
66,910
+1,674
| +3% | +$48.8K | 0.32% | 98 |
|
|
2024
Q3 | $2.09M | Buy |
65,236
+2,225
| +4% | +$71.2K | 0.33% | 94 |
|
|
2024
Q2 | $1.93M | Buy |
63,011
+15,550
| +33% | +$477K | 0.35% | 89 |
|
|
2024
Q1 | $1.54M | Buy |
47,461
+1,245
| +3% | +$40.3K | 0.34% | 94 |
|
|
2023
Q4 | $1.57M | Buy |
46,216
+13,666
| +42% | +$464K | 0.45% | 74 |
|
|
2023
Q3 | $958K | Buy |
32,550
+19,981
| +159% | +$588K | 0.43% | 82 |
|
|
2023
Q2 | $391K | Sell |
12,569
-93
| -0.7% | -$2.89K | 0.36% | 87 |
|
|
2023
Q1 | $310K | Sell |
12,662
-174
| -1% | -$4.26K | 0.35% | 90 |
|
|
2022
Q4 | $289K | Buy |
12,836
+1,178
| +10% | +$26.5K | 0.37% | 89 |
|
|
2022
Q3 | $204K | Buy |
+11,658
| New | +$204K | 0.3% | 94 |
|