First National Advisers’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
Q2 | – | Sell |
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|
2025
Q1 | $201K | Sell |
|
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $2.09M | Buy |
|
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|
2024
Q2 | $1.93M | Buy |
|
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|
2024
Q1 | $1.54M | Buy |
|
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|
2023
Q4 | $1.57M | Buy |
|
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|
2023
Q3 | $958K | Buy |
|
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $310K | Sell |
|
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $204K | Buy |
|