Interval Partners’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 | $2.15M | Buy |
85,724
+25,869
| +43% | +$649K | 0.04% | 212 |
|
|
2025
Q1 | $1.43M | Sell |
59,855
-5,987
| -9% | -$143K | 0.03% | 188 |
|
|
2024
Q4 | $1.92M | Buy |
65,842
+11,781
| +22% | +$344K | 0.04% | 202 |
|
|
2024
Q3 | $1.73M | Sell |
54,061
-11,240
| -17% | -$360K | 0.04% | 196 |
|
|
2024
Q2 | $2M | Sell |
65,301
-30,830
| -32% | -$946K | 0.04% | 206 |
|
|
2024
Q1 | $3.38M | Buy |
96,131
+58,442
| +155% | +$2.06M | 0.09% | 146 |
|
|
2023
Q4 | $1.28M | Sell |
37,689
-157,066
| -81% | -$5.34M | 0.04% | 159 |
|
|
2023
Q3 | $5.74M | Buy |
194,755
+144,755
| +290% | +$4.26M | 0.17% | 108 |
|
|
2023
Q2 | $1.56M | Buy |
50,000
+30,000
| +150% | +$934K | 0.06% | 148 |
|
|
2023
Q1 | $490K | Buy |
+20,000
| New | +$490K | 0.02% | 183 |
|
|
2022
Q1 | – | Sell |
-20,187
| Closed | -$970K | – | 259 |
|
|
2021
Q4 | $970K | Buy |
+20,187
| New | +$970K | 0.04% | 166 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 288 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 213 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 217 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 206 |
|