First National Bank of Omaha’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.09M Sell
71,628
-4,559
-6% -$133K 0.14% 182
2024
Q3
$2.44M Sell
76,187
-6,658
-8% -$213K 0.16% 172
2024
Q2
$2.54M Buy
82,845
+74,219
+860% +$2.28M 0.17% 159
2024
Q1
$207K Sell
8,626
-93,540
-92% -$2.24M 0.01% 305
2023
Q4
$3.47M Sell
102,166
-15,238
-13% -$518K 0.22% 132
2023
Q3
$3.46M Buy
117,404
+26,268
+29% +$774K 0.22% 131
2023
Q2
$2.84M Buy
91,136
+684
+0.8% +$21.3K 0.16% 156
2023
Q1
$2.22M Buy
90,452
+3,268
+4% +$80.1K 0.13% 169
2022
Q4
$1.97M Sell
87,184
-11,499
-12% -$259K 0.12% 177
2022
Q3
$1.73M Buy
98,683
+21
+0% +$368 0.11% 183
2022
Q2
$1.92M Sell
98,662
-9,871
-9% -$192K 0.12% 173
2022
Q1
$2.73M Sell
108,533
-4,830
-4% -$122K 0.14% 162
2021
Q4
$5.45M Buy
113,363
+29,355
+35% +$1.41M 0.26% 123
2021
Q3
$4.72M Buy
+84,008
New +$4.72M 0.24% 133