Global Retirement Partners’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 | – | Hold |
0
| – | – | – | 3786 |
|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 3638 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 3487 |
|
|
2024
Q2 | – | Sell |
-18
| Closed | -$636 | – | 3538 |
|
|
2024
Q1 | $636 | Hold |
18
| – | – | ﹤0.01% | 3077 |
|
|
2023
Q4 | $583 | Hold |
18
| – | – | ﹤0.01% | 3045 |
|
|
2023
Q3 | $517 | Hold |
18
| – | – | ﹤0.01% | 2947 |
|
|
2023
Q2 | $560 | Hold |
18
| – | – | ﹤0.01% | 2929 |
|
|
2023
Q1 | $483 | Buy |
+18
| New | +$483 | ﹤0.01% | 2931 |
|
|
2021
Q1 | – | Sell |
-3,076
| Closed | -$118K | – | 1897 |
|
|
2020
Q4 | $118K | Hold |
3,076
| – | – | 0.01% | 495 |
|
|
2020
Q3 | $92K | Hold |
3,076
| – | – | 0.01% | 504 |
|
|
2020
Q2 | $86K | Buy |
+3,076
| New | +$86K | 0.01% | 514 |
|