Jackson Creek Investment 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
Q1 | – | Sell |
-35,892
| Closed | -$1.05M | – | 379 |
|
|
2024
Q4 | $1.05M | Sell |
35,892
-1,120
| -3% | -$32.7K | 0.32% | 165 |
|
|
2024
Q3 | $1.18M | Buy |
37,012
+8,240
| +29% | +$264K | 0.35% | 158 |
|
|
2024
Q2 | $883K | Sell |
28,772
-53
| -0.2% | -$1.63K | 0.32% | 178 |
|
|
2024
Q1 | $1.02M | Sell |
28,825
-63
| -0.2% | -$2.22K | 0.36% | 151 |
|
|
2023
Q4 | $981K | Buy |
28,888
+6
| +0% | +$204 | 0.38% | 130 |
|
|
2023
Q3 | $851K | Sell |
28,882
-20
| -0.1% | -$589 | 0.36% | 143 |
|
|
2023
Q2 | $900K | Buy |
+28,902
| New | +$900K | 0.36% | 139 |
|
|
2021
Q3 | – | Sell |
-16,412
| Closed | -$871K | – | 345 |
|
|
2021
Q2 | $871K | Sell |
16,412
-2,603
| -14% | -$138K | 0.32% | 172 |
|
|
2021
Q1 | $1.1M | Sell |
19,015
-10,214
| -35% | -$589K | 0.38% | 125 |
|
|
2020
Q4 | $1.12M | Sell |
29,229
-53
| -0.2% | -$2.03K | 0.44% | 65 |
|
|
2020
Q3 | $875K | Buy |
+29,282
| New | +$875K | 0.4% | 88 |
|