IEQ Capital’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 | $114M | Buy |
4,535,114
+3,801,043
| +518% | +$95.4M | 0.7% | 22 |
|
|
2025
Q1 | $17.6M | Sell |
734,071
-14,885
| -2% | -$357K | 0.14% | 112 |
|
|
2024
Q4 | $21.8M | Sell |
748,956
-7,542
| -1% | -$220K | 0.21% | 67 |
|
|
2024
Q3 | $24.2M | Sell |
756,498
-4,070,523
| -84% | -$130M | 0.3% | 52 |
|
|
2024
Q2 | $148M | Buy |
4,827,021
+2,557,906
| +113% | +$78.5M | 1.99% | 13 |
|
|
2024
Q1 | $79.9M | Buy |
2,269,115
+862,175
| +61% | +$30.4M | 1.15% | 18 |
|
|
2023
Q4 | $47.8M | Sell |
1,406,940
-25,469
| -2% | -$865K | 0.8% | 23 |
|
|
2023
Q3 | $42.2M | Sell |
1,432,409
-2,162,746
| -60% | -$63.7M | 0.86% | 21 |
|
|
2023
Q2 | $112M | Buy |
3,595,155
+1,612,467
| +81% | +$50.2M | 2.26% | 9 |
|
|
2023
Q1 | $48.6M | Sell |
1,982,688
-7,401
| -0.4% | -$181K | 1.13% | 16 |
|
|
2022
Q4 | $44.9M | Sell |
1,990,089
-19
| -0% | -$428 | 1.26% | 15 |
|
|
2022
Q3 | $34.8M | Sell |
1,990,108
-66,225
| -3% | -$1.16M | 0.96% | 20 |
|
|
2022
Q2 | $40M | Buy |
2,056,333
+39,330
| +2% | +$765K | 1.21% | 16 |
|
|
2022
Q1 | $50.8M | Buy |
+2,017,003
| New | +$50.8M | 1.21% | 19 |
|