HRT Financial’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-56,196
| Closed | -$1.65M | – | 2876 |
|
|
2023
Q3 | $1.65M | Buy |
+56,196
| New | +$1.65M | 0.02% | 650 |
|
|
2023
Q1 | – | Sell |
-96,455
| Closed | -$2.18M | – | 3021 |
|
|
2022
Q4 | $2.18M | Buy |
+96,455
| New | +$2.18M | 0.03% | 520 |
|
|
2022
Q3 | – | Sell |
-146,383
| Closed | -$2.85M | – | 3353 |
|
|
2022
Q2 | $2.85M | Buy |
+146,383
| New | +$2.85M | 0.03% | 432 |
|
|
2022
Q1 | – | Sell |
-22,225
| Closed | -$1.07M | – | 3584 |
|
|
2021
Q4 | $1.07M | Sell |
22,225
-121,018
| -84% | -$5.81M | 0.01% | 918 |
|
|
2021
Q3 | $8.05M | Buy |
+143,243
| New | +$8.05M | 0.05% | 186 |
|
|
2020
Q4 | – | Sell |
-21,652
| Closed | -$647K | – | 2419 |
|
|
2020
Q3 | $647K | Buy |
21,652
+14,115
| +187% | +$422K | 0.02% | 706 |
|
|
2020
Q2 | $209K | Buy |
+7,537
| New | +$209K | 0.01% | 1019 |
|
|
2018
Q4 | – | Sell |
-16,729
| Closed | -$240K | – | 714 |
|
|
2018
Q3 | $240K | Buy |
+16,729
| New | +$240K | 0.04% | 255 |
|