HSBC Holdings’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 | $244K | Sell |
9,689
-4,648
| -32% | -$117K | ﹤0.01% | 2112 |
|
|
2025
Q1 | $342K | Sell |
14,337
-31,717
| -69% | -$757K | ﹤0.01% | 1863 |
|
|
2024
Q4 | $1.33M | Sell |
46,054
-24,926
| -35% | -$720K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $2.27M | Sell |
70,980
-1,295
| -2% | -$41.4K | ﹤0.01% | 1103 |
|
|
2024
Q2 | $2.21M | Buy |
72,275
+23,932
| +50% | +$730K | ﹤0.01% | 1113 |
|
|
2024
Q1 | $1.7M | Buy |
48,343
+35,147
| +266% | +$1.24M | ﹤0.01% | 1250 |
|
|
2023
Q4 | $450K | Buy |
13,196
+2,205
| +20% | +$75.2K | ﹤0.01% | 1665 |
|
|
2023
Q3 | $324K | Buy |
10,991
+3,671
| +50% | +$108K | ﹤0.01% | 1708 |
|
|
2023
Q2 | $228K | Buy |
+7,320
| New | +$228K | ﹤0.01% | 1849 |
|
|
2023
Q1 | – | Sell |
-13,560
| Closed | -$301K | – | 2506 |
|
|
2022
Q4 | $301K | Buy |
13,560
+1,802
| +15% | +$40K | ﹤0.01% | 2091 |
|
|
2022
Q3 | $207K | Sell |
11,758
-4,825
| -29% | -$84.9K | ﹤0.01% | 2180 |
|
|
2022
Q2 | $322K | Sell |
16,583
-2,449
| -13% | -$47.6K | ﹤0.01% | 2192 |
|
|
2022
Q1 | $480K | Buy |
19,032
+6,873
| +57% | +$173K | ﹤0.01% | 2097 |
|
|
2021
Q4 | $585K | Buy |
12,159
+3,456
| +40% | +$166K | ﹤0.01% | 1924 |
|
|
2021
Q3 | $492K | Buy |
8,703
+31
| +0.4% | +$1.75K | ﹤0.01% | 1820 |
|
|
2021
Q2 | $457K | Sell |
8,672
-6,443
| -43% | -$340K | ﹤0.01% | 1843 |
|
|
2021
Q1 | $875K | Sell |
15,115
-2,791
| -16% | -$162K | ﹤0.01% | 1365 |
|
|
2020
Q4 | $689K | Buy |
17,906
+4,960
| +38% | +$191K | ﹤0.01% | 1579 |
|
|
2020
Q3 | $392K | Sell |
12,946
-15,547
| -55% | -$471K | ﹤0.01% | 1693 |
|
|
2020
Q2 | $792K | Buy |
28,493
+6,223
| +28% | +$173K | ﹤0.01% | 1239 |
|
|
2020
Q1 | $319K | Sell |
22,270
-1,970
| -8% | -$28.2K | ﹤0.01% | 1625 |
|
|
2019
Q4 | $702K | Sell |
24,240
-1,921
| -7% | -$55.6K | ﹤0.01% | 1532 |
|
|
2019
Q3 | $675K | Buy |
26,161
+2,013
| +8% | +$51.9K | ﹤0.01% | 1600 |
|
|
2019
Q2 | $643K | Buy |
+24,148
| New | +$643K | ﹤0.01% | 1421 |
|
|
2018
Q2 | – | Sell |
-57,976
| Closed | -$500K | – | 2040 |
|
|
2018
Q1 | $500K | Sell |
57,976
-837
| -1% | -$7.22K | ﹤0.01% | 1433 |
|
|
2017
Q4 | $653K | Buy |
58,813
+5,267
| +10% | +$58.5K | ﹤0.01% | 1344 |
|
|
2017
Q3 | $615K | Hold |
53,546
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q2 | $627K | Sell |
53,546
-170
| -0.3% | -$1.99K | ﹤0.01% | 1197 |
|
|
2017
Q1 | $477K | Sell |
53,716
-8,499
| -14% | -$75.5K | ﹤0.01% | 1248 |
|
|
2016
Q4 | $700K | Buy |
62,215
+14,350
| +30% | +$161K | ﹤0.01% | 1197 |
|
|
2016
Q3 | $605K | Sell |
47,865
-1,191
| -2% | -$15.1K | ﹤0.01% | 1130 |
|
|
2016
Q2 | $602K | Buy |
49,056
+6,220
| +15% | +$76.3K | ﹤0.01% | 1134 |
|
|
2016
Q1 | $679K | Sell |
42,836
-746
| -2% | -$11.8K | ﹤0.01% | 1129 |
|
|
2015
Q4 | $652K | Buy |
43,582
+20,181
| +86% | +$302K | ﹤0.01% | 1168 |
|
|
2015
Q3 | $567K | Buy |
23,401
+1,852
| +9% | +$44.9K | ﹤0.01% | 1195 |
|
|
2015
Q2 | $612K | Sell |
21,549
-1,891
| -8% | -$53.7K | ﹤0.01% | 1168 |
|
|
2015
Q1 | $643K | Buy |
+23,440
| New | +$643K | ﹤0.01% | 1201 |
|
|
2014
Q3 | – | Sell |
-9,658
| Closed | -$277K | – | 1490 |
|
|
2014
Q2 | $277K | Buy |
9,658
+1,550
| +19% | +$44.5K | ﹤0.01% | 1360 |
|
|
2014
Q1 | $216K | Buy |
+8,108
| New | +$216K | ﹤0.01% | 1390 |
|