Inspire Advisors’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 | $2.91M | Buy |
+115,894
| New | +$2.91M | 0.3% | 54 |
|
|
2024
Q2 | – | Sell |
-35,246
| Closed | -$1.24M | – | 468 |
|
|
2024
Q1 | $1.24M | Buy |
35,246
+5,840
| +20% | +$206K | 0.17% | 61 |
|
|
2023
Q4 | $999K | Buy |
29,406
+2,465
| +9% | +$83.7K | 0.15% | 79 |
|
|
2023
Q3 | $793K | Sell |
26,941
-3,847
| -12% | -$113K | 0.14% | 76 |
|
|
2023
Q2 | $958K | Buy |
30,788
+418
| +1% | +$13K | 0.18% | 45 |
|
|
2023
Q1 | $744K | Buy |
30,370
+5,178
| +21% | +$127K | 0.17% | 53 |
|
|
2022
Q4 | $568K | Buy |
25,192
+10,043
| +66% | +$226K | 0.14% | 42 |
|
|
2022
Q3 | $265K | Buy |
+15,149
| New | +$265K | 0.07% | 76 |
|