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 |  |