Harbour Investments’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 | $84.3K | Hold |
3,357
| – | – | ﹤0.01% | 1579 |
|
|
2025
Q1 | $80.4K | Hold |
3,357
| – | – | ﹤0.01% | 1542 |
|
|
2024
Q4 | $97.9K | Hold |
3,357
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q3 | $107K | Buy |
3,357
+572
| +21% | +$18.3K | ﹤0.01% | 1281 |
|
|
2024
Q2 | $85.5K | Hold |
2,785
| – | – | ﹤0.01% | 1305 |
|
|
2024
Q1 | $98.1K | Hold |
2,785
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q4 | $94.6K | Sell |
2,785
-1,420
| -34% | -$48.2K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $124K | Sell |
4,205
-1,774
| -30% | -$52.2K | 0.01% | 969 |
|
|
2023
Q2 | $186K | Buy |
5,979
+355
| +6% | +$11.1K | 0.01% | 822 |
|
|
2023
Q1 | $138K | Hold |
5,624
| – | – | 0.01% | 912 |
|
|
2022
Q4 | $127K | Buy |
5,624
+100
| +2% | +$2.26K | 0.01% | 914 |
|
|
2022
Q3 | $107K | Hold |
5,524
| – | – | 0.01% | 934 |
|
|
2022
Q2 | $107K | Buy |
+5,524
| New | +$107K | 0.01% | 934 |
|
|
2021
Q4 | – | Sell |
-1,711
| Closed | -$96K | – | 3660 |
|
|
2021
Q3 | $96K | Sell |
1,711
-94
| -5% | -$5.27K | ﹤0.01% | 1401 |
|
|
2021
Q2 | $96K | Buy |
1,805
+303
| +20% | +$16.1K | ﹤0.01% | 1422 |
|
|
2021
Q1 | $87K | Buy |
+1,502
| New | +$87K | ﹤0.01% | 1373 |
|