Inspire Investing’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $537K | Buy |
29,733
+2,639
| +10% | +$51.4K | 0.03% | 450 |
|
|
2025
Q4 | $476K | Buy |
27,094
+7,376
| +37% | +$143K | 0.04% | 345 |
|
|
2025
Q3 | $466K | Buy |
19,718
+3,857
| +24% | +$95.2K | 0.05% | 326 |
|
|
2025
Q2 | $398K | Buy |
15,861
+1,523
| +11% | +$35.6K | 0.04% | 339 |
|
|
2025
Q1 | $344K | Buy |
14,338
+540
| +4% | +$14.8K | 0.04% | 569 |
|
|
2024
Q4 | $402K | Buy |
13,798
+818
| +6% | +$25.4K | 0.05% | 441 |
|
|
2024
Q3 | $415K | Buy |
12,980
+1,466
| +13% | +$47.1K | 0.04% | 406 |
|
|
2024
Q2 | $353K | Buy |
11,514
+1,399
| +14% | +$44.7K | 0.04% | 462 |
|
|
2024
Q1 | $356K | Sell |
10,115
-1,208
| -11% | -$40.3K | 0.04% | 729 |
|
|
2023
Q4 | $385K | Buy |
11,323
+849
| +8% | +$25.3K | 0.04% | 502 |
|
|
2023
Q3 | $308K | Buy |
10,474
+307
| +3% | +$9.57K | 0.04% | 462 |
|
|
2023
Q2 | $316K | Sell |
10,167
-1,131
| -10% | -$33.1K | 0.04% | 446 |
|
|
2023
Q1 | $277K | Buy |
11,298
+623
| +6% | +$16K | 0.04% | 420 |
|
|
2022
Q4 | $241K | Sell |
10,675
-1,279
| -11% | -$27.4K | 0.03% | 359 |
|
|
2022
Q3 | $209K | Buy |
11,954
+1,001
| +9% | +$24.9K | 0.03% | 371 |
|
|
2022
Q2 | $213K | Sell |
10,953
-13,998
| -56% | -$348K | 0.03% | 458 |
|
|
2022
Q1 | $629K | Buy |
24,951
+5,840
| +31% | +$211K | 0.07% | 211 |
|
|
2021
Q4 | $918K | Sell |
19,111
-3,628
| -16% | -$181K | 0.11% | 172 |
|
|
2021
Q3 | $1.28M | Sell |
22,739
-223
| -1% | -$13.1K | 0.16% | 155 |
|
|
2021
Q2 | $1.22M | Buy |
22,962
+3,319
| +17% | +$193K | 0.16% | 140 |
|
|
2021
Q1 | $1.13M | Buy |
19,643
+11,645
| +146% | +$609K | 0.17% | 118 |
|
|
2020
Q4 | $306K | Buy |
+7,998
| New | +$272K | 0.07% | 433 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
