Global Financial Private Client’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	-5	Closed	-$120	–	1522
2025 Q1	$120	Buy	5 +1	+25%	+$24	﹤0.01%	1584
2024 Q4	$117	Buy	+4	New	+$117	﹤0.01%	1446