IEQ Capital’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$97.4M Sell
2025
Q2
$114M Buy
2025
Q1
$17.6M Sell
2024
Q4
$21.8M Sell
2024
Q3
$24.2M Sell
2024
Q2
$148M Buy
2024
Q1
$79.9M Buy
2023
Q4
$47.8M Sell
2023
Q3
$42.2M Sell
2023
Q2
$112M Buy
2023
Q1
$48.6M Sell
2022
Q4
$44.9M Sell
2022
Q3
$34.8M Sell
2022
Q2
$40M Buy
2022
Q1
$50.8M Buy