Guggenheim Capital’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $749K | Sell |
41,477
-11,600
| -22% | -$226K | 0.01% | 1082 |
|
|
2025
Q4 | $932K | Buy |
53,077
+33,843
| +176% | +$654K | 0.01% | 985 |
|
|
2025
Q3 | $455K | Buy |
19,234
+7,507
| +64% | +$185K | ﹤0.01% | 1221 |
|
|
2025
Q2 | $294K | Buy |
+11,727
| New | +$274K | ﹤0.01% | 1406 |
|
|
2024
Q3 | – | Sell |
-20,587
| Closed | -$632K | – | 1941 |
|
|
2024
Q2 | $632K | Buy |
20,587
+8,300
| +68% | +$265K | ﹤0.01% | 1329 |
|
|
2024
Q1 | $433K | Sell |
12,287
-14
| -0.1% | -$468 | ﹤0.01% | 1527 |
|
|
2023
Q4 | $418K | Sell |
12,301
-2,941
| -19% | -$87.6K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $449K | Buy |
15,242
+913
| +6% | +$28.5K | ﹤0.01% | 1483 |
|
|
2023
Q2 | $446K | Buy |
+14,329
| New | +$419K | ﹤0.01% | 1519 |
|
|
2021
Q4 | – | Sell |
-4,861
| Closed | -$273K | – | 2233 |
|
|
2021
Q3 | $273K | Sell |
4,861
-3,262
| -40% | -$192K | ﹤0.01% | 1948 |
|
|
2021
Q2 | $431K | Sell |
8,123
-718
| -8% | -$41.7K | ﹤0.01% | 1892 |
|
|
2021
Q1 | $510K | Sell |
8,841
-24,273
| -73% | -$1.27M | ﹤0.01% | 1708 |
|
|
2020
Q4 | $1.27M | Buy |
33,114
+7,672
| +30% | +$261K | 0.01% | 1208 |
|
|
2020
Q3 | $760K | Sell |
25,442
-5,739
| -18% | -$170K | 0.01% | 1318 |
|
|
2020
Q2 | $867K | Buy |
+31,181
| New | +$693K | 0.01% | 1263 |
|
|
2020
Q1 | – | Sell |
-18,601
| Closed | -$537K | – | 2015 |
|
|
2019
Q4 | $537K | Sell |
18,601
-1,842
| -9% | -$48.1K | ﹤0.01% | 1566 |
|
|
2019
Q3 | $527K | Buy |
20,443
+9,710
| +90% | +$255K | ﹤0.01% | 1596 |
|
|
2019
Q2 | $286K | Sell |
10,733
-11,097
| -51% | -$264K | ﹤0.01% | 1884 |
|
|
2019
Q1 | $456K | Buy |
21,830
+6,953
| +47% | +$128K | ﹤0.01% | 1725 |
|
|
2018
Q4 | $241K | Buy |
14,877
+4,650
| +45% | +$67.5K | ﹤0.01% | 1995 |
|
|
2018
Q3 | $147K | Buy |
10,227
+201
| +2% | +$2.95K | ﹤0.01% | 2355 |
|
|
2018
Q2 | $147K | Sell |
10,026
-148,962
| -94% | -$1.61M | ﹤0.01% | 2330 |
|
|
2018
Q1 | $1.37M | Buy |
158,988
+35,782
| +29% | +$344K | ﹤0.01% | 1896 |
|
|
2017
Q4 | $1.37M | Buy |
123,206
+4,515
| +4% | +$49.4K | ﹤0.01% | 1904 |
|
|
2017
Q3 | $1.36M | Sell |
118,691
-101,279
| -46% | -$1.25M | ﹤0.01% | 1905 |
|
|
2017
Q2 | $2.58M | Buy |
219,970
+208,211
| +1,771% | +$2.35M | 0.01% | 1444 |
|
|
2017
Q1 | $103K | Sell |
11,759
-8,063
| -41% | -$73.3K | ﹤0.01% | 2693 |
|
|
2016
Q4 | $222K | Sell |
19,822
-299,400
| -94% | -$3.33M | ﹤0.01% | 2671 |
|
|
2016
Q3 | $4.04M | Buy |
319,222
+1,882
| +0.6% | +$23.5K | 0.01% | 1142 |
|
|
2016
Q2 | $3.9M | Buy |
317,340
+26,196
| +9% | +$353K | 0.01% | 1121 |
|
|
2016
Q1 | $4.62M | Buy |
291,144
+82,394
| +39% | +$1.1M | 0.01% | 1031 |
|
|
2015
Q4 | $3.13M | Buy |
208,750
+127,450
| +157% | +$2.43M | 0.01% | 1306 |
|
|
2015
Q3 | $1.97M | Sell |
81,300
-17,853
| -18% | -$479K | 0.01% | 1609 |
|
|
2015
Q2 | $2.81M | Sell |
99,153
-114,708
| -54% | -$3.44M | 0.01% | 1510 |
|
|
2015
Q1 | $5.87M | Buy |
213,861
+76,121
| +55% | +$2.32M | 0.01% | 1091 |
|
|
2014
Q4 | $5M | Sell |
137,740
-144,573
| -51% | -$4.66M | 0.01% | 1127 |
|
|
2014
Q3 | $8.57M | Buy |
282,313
+30,136
| +12% | +$810K | 0.02% | 957 |
|
|
2014
Q2 | $7.23M | Sell |
252,177
-327,573
| -57% | -$9.26M | 0.02% | 1008 |
|
|
2014
Q1 | $15.4M | Buy |
579,750
+519,282
| +859% | +$14.1M | 0.04% | 728 |
|
|
2013
Q4 | $2.02M | Buy |
60,468
+35,218
| +139% | +$1.22M | 0.01% | 1788 |
|
|
2013
Q3 | $962K | Sell |
25,250
-91,572
| -78% | -$3.53M | ﹤0.01% | 2119 |
|
|
2013
Q2 | $4.39M | Buy |
+116,822
| New | +$4.23M | 0.02% | 1117 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
