HighTower Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,048
| Closed | -$1.4M | – | 3536 |
|
|
2023
Q4 | $1.4M | Buy |
41,048
+378
| +0.9% | +$12.8K | ﹤0.01% | 1652 |
|
|
2023
Q3 | $1.2M | Sell |
40,670
-6,536
| -14% | -$193K | ﹤0.01% | 1661 |
|
|
2023
Q2 | $1.47M | Buy |
47,206
+358
| +0.8% | +$11.1K | ﹤0.01% | 1527 |
|
|
2023
Q1 | $1.15M | Buy |
46,848
+5,969
| +15% | +$146K | ﹤0.01% | 1593 |
|
|
2022
Q4 | $921K | Buy |
+40,879
| New | +$921K | ﹤0.01% | 1719 |
|
|
2022
Q1 | – | Sell |
-5,192
| Closed | -$247K | – | 3242 |
|
|
2021
Q4 | $247K | Sell |
5,192
-16,416
| -76% | -$781K | ﹤0.01% | 2588 |
|
|
2021
Q3 | $1.21M | Buy |
21,608
+16,512
| +324% | +$925K | ﹤0.01% | 1548 |
|
|
2021
Q2 | $270K | Buy |
5,096
+1,272
| +33% | +$67.4K | ﹤0.01% | 2438 |
|
|
2021
Q1 | $220K | Sell |
3,824
-4,822
| -56% | -$277K | ﹤0.01% | 2523 |
|
|
2020
Q4 | $331K | Buy |
+8,646
| New | +$331K | ﹤0.01% | 1844 |
|
|
2016
Q1 | – | Sell |
-15,958
| Closed | -$236K | – | 2096 |
|
|
2015
Q4 | $236K | Buy |
15,958
+440
| +3% | +$6.51K | ﹤0.01% | 1679 |
|
|
2015
Q3 | $377K | Buy |
+15,518
| New | +$377K | 0.01% | 1343 |
|
|
2014
Q4 | – | Sell |
-88,944
| Closed | -$2.69M | – | 1662 |
|
|
2014
Q3 | $2.69M | Buy |
88,944
+2,005
| +2% | +$60.6K | 0.05% | 448 |
|
|
2014
Q2 | $2.49M | Buy |
86,939
+7,109
| +9% | +$204K | 0.04% | 496 |
|
|
2014
Q1 | $2.12M | Buy |
+79,830
| New | +$2.12M | 0.04% | 498 |
|