Hancock Whitney’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 | $468K | Buy |
18,652
+6,744
| +57% | +$169K | 0.01% | 569 |
|
|
2025
Q1 | $285K | Buy |
11,908
+1,328
| +13% | +$31.8K | 0.01% | 556 |
|
|
2024
Q4 | $309K | Buy |
+10,580
| New | +$309K | 0.01% | 531 |
|
|
2022
Q1 | – | Sell |
-8,267
| Closed | -$397K | – | 726 |
|
|
2021
Q4 | $397K | Sell |
8,267
-12
| -0.1% | -$576 | 0.01% | 526 |
|
|
2021
Q3 | $465K | Sell |
8,279
-30,807
| -79% | -$1.73M | 0.02% | 491 |
|
|
2021
Q2 | $2.07M | Sell |
39,086
-858
| -2% | -$45.5K | 0.07% | 264 |
|
|
2021
Q1 | $2.3M | Buy |
39,944
+148
| +0.4% | +$8.53K | 0.08% | 241 |
|
|
2020
Q4 | $1.52M | Buy |
+39,796
| New | +$1.52M | 0.05% | 313 |
|
|
2016
Q2 | – | Sell |
-48,037
| Closed | -$761 | – | 615 |
|
|
2016
Q1 | $761 | Buy |
+48,037
| New | +$761 | 0.03% | 384 |
|
|
2015
Q1 | – | Sell |
-15,667
| Closed | -$569K | – | 539 |
|
|
2014
Q4 | $569K | Sell |
15,667
-583
| -4% | -$21.2K | 0.02% | 386 |
|
|
2014
Q3 | $493K | Buy |
16,250
+785
| +5% | +$23.8K | 0.02% | 387 |
|
|
2014
Q2 | $444K | Buy |
+15,465
| New | +$444K | 0.02% | 425 |
|
|
2013
Q3 | – | Sell |
-401,770
| Closed | -$15.1M | – | 543 |
|
|
2013
Q2 | $15.1M | Buy |
+401,770
| New | +$15.1M | 0.75% | 30 |
|