Franklin Resources’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
37,404
+1,938
| +5% | +$48.6K | ﹤0.01% | 2008 |
|
|
2025
Q1 | $850K | Buy |
35,466
+203
| +0.6% | +$4.86K | ﹤0.01% | 2027 |
|
|
2024
Q4 | $1.03M | Buy |
35,263
+2,472
| +8% | +$72.1K | ﹤0.01% | 1977 |
|
|
2024
Q3 | $963K | Buy |
32,791
+7,372
| +29% | +$217K | ﹤0.01% | 1997 |
|
|
2024
Q2 | $780K | Buy |
25,419
+2,657
| +12% | +$81.6K | ﹤0.01% | 2034 |
|
|
2024
Q1 | $801K | Buy |
22,762
+5,586
| +33% | +$197K | ﹤0.01% | 2030 |
|
|
2023
Q4 | $583K | Sell |
17,176
-648
| -4% | -$22K | ﹤0.01% | 1864 |
|
|
2023
Q3 | $525K | Buy |
17,824
+855
| +5% | +$25.2K | ﹤0.01% | 1885 |
|
|
2023
Q2 | $528K | Buy |
+16,969
| New | +$528K | ﹤0.01% | 1939 |
|
|
2020
Q1 | – | Sell |
-12,790
| Closed | -$368K | – | 1567 |
|
|
2019
Q4 | $368K | Sell |
12,790
-13,012
| -50% | -$374K | ﹤0.01% | 1397 |
|
|
2019
Q3 | $666K | Sell |
25,802
-2,045
| -7% | -$52.8K | ﹤0.01% | 1328 |
|
|
2019
Q2 | $742K | Sell |
27,847
-5,910
| -18% | -$157K | ﹤0.01% | 1311 |
|
|
2019
Q1 | $705K | Sell |
33,757
-16,077
| -32% | -$336K | ﹤0.01% | 1279 |
|
|
2018
Q4 | $806K | Buy |
49,834
+5,610
| +13% | +$90.7K | ﹤0.01% | 1246 |
|
|
2018
Q3 | $636K | Buy |
44,224
+29,867
| +208% | +$430K | ﹤0.01% | 1339 |
|
|
2018
Q2 | $211K | Sell |
14,357
-1,471
| -9% | -$21.6K | ﹤0.01% | 1436 |
|
|
2018
Q1 | $137K | Buy |
15,828
+311
| +2% | +$2.69K | ﹤0.01% | 1487 |
|
|
2017
Q4 | $172K | Buy |
+15,517
| New | +$172K | ﹤0.01% | 1490 |
|