Global Retirement Partners’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Hold
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Sell
2024
Q1
$636 Hold
2023
Q4
$583 Hold
2023
Q3
$517 Hold
2023
Q2
$560 Hold
2023
Q1
$483 Buy
2021
Q1
Sell
2020
Q4
$118K Hold
2020
Q3
$92K Hold
2020
Q2
$86K Buy