Holocene Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,692
| Closed | -$556K | – | 866 |
|
|
2023
Q1 | $556K | Buy |
22,692
+7,641
| +51% | +$187K | ﹤0.01% | 634 |
|
|
2022
Q4 | $339K | Sell |
15,051
-47,534
| -76% | -$1.07M | ﹤0.01% | 644 |
|
|
2022
Q3 | $1.1M | Buy |
62,585
+3,183
| +5% | +$55.7K | 0.01% | 590 |
|
|
2022
Q2 | $1.16M | Buy |
59,402
+12,081
| +26% | +$235K | 0.01% | 642 |
|
|
2022
Q1 | $1.19M | Buy |
+47,321
| New | +$1.19M | 0.01% | 663 |
|
|
2020
Q1 | – | Sell |
-64,007
| Closed | -$1.85M | – | 814 |
|
|
2019
Q4 | $1.85M | Buy |
64,007
+52,125
| +439% | +$1.5M | 0.02% | 413 |
|
|
2019
Q3 | $306K | Buy |
+11,882
| New | +$306K | ﹤0.01% | 635 |
|