FRM
Fox Run Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
22,133
-11,176
| -34% | -$281K | 0.09% | 424 |
|
|
2025
Q1 | $798K | Buy |
33,309
+19,092
| +134% | +$457K | 0.12% | 283 |
|
|
2024
Q4 | $415K | Sell |
14,217
-4,021
| -22% | -$117K | 0.08% | 502 |
|
|
2024
Q3 | $583K | Buy |
18,238
+10,703
| +142% | +$342K | 0.13% | 288 |
|
|
2024
Q2 | $231K | Buy |
+7,535
| New | +$231K | 0.04% | 623 |
|
|
2024
Q1 | – | Sell |
-8,226
| Closed | -$279K | – | 1073 |
|
|
2023
Q4 | $279K | Buy |
+8,226
| New | +$279K | 0.07% | 518 |
|
|
2022
Q3 | – | Sell |
-16,244
| Closed | -$316K | – | 840 |
|
|
2022
Q2 | $316K | Buy |
+16,244
| New | +$316K | 0.16% | 273 |
|
|
2021
Q4 | – | Sell |
-5,860
| Closed | -$329K | – | 708 |
|
|
2021
Q3 | $329K | Buy |
5,860
+1,381
| +31% | +$77.5K | 0.21% | 194 |
|
|
2021
Q2 | $238K | Sell |
4,479
-2,332
| -34% | -$124K | 0.22% | 241 |
|
|
2021
Q1 | $393K | Buy |
+6,811
| New | +$393K | 0.71% | 23 |
|
|
2018
Q2 | – | Sell |
-24,911
| Closed | -$215K | – | 928 |
|
|
2018
Q1 | $215K | Buy |
+24,911
| New | +$215K | 0.05% | 606 |
|
|
2017
Q4 | – | Sell |
-32,600
| Closed | -$374K | – | 902 |
|
|
2017
Q3 | $374K | Buy |
+32,600
| New | +$374K | 0.11% | 408 |
|
|
2016
Q2 | – | Sell |
-22,000
| Closed | -$349K | – | 674 |
|
|
2016
Q1 | $349K | Buy |
+22,000
| New | +$349K | 0.23% | 180 |
|