JFS Wealth Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3
| Closed | -$71 | – | 1978 |
|
|
2025
Q3 | $71 | Sell |
3
-4
| -57% | -$99 | ﹤0.01% | 1854 |
|
|
2025
Q2 | $176 | Sell |
7
-39
| -85% | -$911 | ﹤0.01% | 1786 |
|
|
2025
Q1 | $1.1K | Sell |
46
-2
| -4% | -$55 | ﹤0.01% | 1626 |
|
|
2024
Q4 | $1.4K | Sell |
48
-2
| -4% | -$62 | ﹤0.01% | 1601 |
|
|
2024
Q3 | $1.6K | Buy |
50
+4
| +9% | +$129 | ﹤0.01% | 1574 |
|
|
2024
Q2 | $1.41K | Hold |
46
| – | – | ﹤0.01% | 1566 |
|
|
2024
Q1 | $1.62K | Hold |
46
| – | – | ﹤0.01% | 1519 |
|
|
2023
Q4 | $1.56K | Hold |
46
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q3 | $1.35K | Hold |
46
| – | – | ﹤0.01% | 1508 |
|
|
2023
Q2 | $1.43K | Buy |
46
+2
| +5% | +$58 | ﹤0.01% | 1499 |
|
|
2023
Q1 | $1.08K | Sell |
44
-1
| -2% | -$26 | ﹤0.01% | 1563 |
|
|
2022
Q4 | $1.01K | Buy |
45
+1
| +2% | +$21 | ﹤0.01% | 1597 |
|
|
2022
Q3 | $1K | Sell |
44
-8
| -15% | -$199 | ﹤0.01% | 1669 |
|
|
2022
Q2 | $1K | Buy |
52
+50
| +2,500% | +$1.25K | ﹤0.01% | 1665 |
|
|
2022
Q1 | $0 | Sell |
2
-11
| -85% | -$398 | ﹤0.01% | 1973 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$650 | ﹤0.01% | 1594 |
|
|
2020
Q1 | – | Sell |
-1,280
| Closed | -$37K | – | 569 |
|
|
2019
Q4 | $37K | Hold |
1,280
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $33K | Hold |
1,280
| – | – | 0.01% | 267 |
|
|
2019
Q2 | $34K | Hold |
1,280
| – | – | 0.01% | 264 |
|
|
2019
Q1 | $27K | Sell |
1,280
-491
| -28% | -$9.05K | 0.01% | 269 |
|
|
2018
Q4 | $29K | Sell |
1,771
-3,499
| -66% | -$50.8K | 0.01% | 261 |
|
|
2018
Q3 | $76K | Buy |
5,270
+30
| +0.6% | +$441 | 0.02% | 217 |
|
|
2018
Q2 | $77K | Sell |
5,240
-611
| -10% | -$6.62K | 0.02% | 211 |
|
|
2018
Q1 | $51K | Sell |
5,851
-4
| -0.1% | -$38 | 0.01% | 244 |
|
|
2017
Q4 | $65K | Sell |
5,855
-480
| -8% | -$5.25K | 0.02% | 237 |
|
|
2017
Q3 | $73K | Sell |
6,335
-731
| -10% | -$9.04K | 0.02% | 207 |
|
|
2017
Q2 | $83K | Buy |
7,066
+1,901
| +37% | +$21.5K | 0.02% | 185 |
|
|
2017
Q1 | $58K | Hold |
5,165
| – | – | 0.02% | 213 |
|
|
2016
Q4 | $58K | Sell |
5,165
-522
| -9% | -$5.81K | 0.02% | 213 |
|
|
2016
Q3 | $72K | Sell |
5,687
-455
| -7% | -$5.69K | 0.02% | 203 |
|
|
2016
Q2 | $76K | Buy |
6,142
+1,683
| +38% | +$22.7K | 0.02% | 220 |
|
|
2016
Q1 | $71K | Sell |
4,459
-152
| -3% | -$2.03K | 0.02% | 204 |
|
|
2015
Q4 | $69K | Sell |
4,611
-2,288
| -33% | -$43.7K | 0.02% | 214 |
|
|
2015
Q3 | $167K | Buy |
6,899
+15
| +0.2% | +$403 | 0.07% | 121 |
|
|
2015
Q2 | $195K | Buy |
6,884
+17
| +0.2% | +$510 | 0.1% | 95 |
|
|
2015
Q1 | $188K | Buy |
6,867
+137
| +2% | +$4.17K | 0.09% | 93 |
|
|
2014
Q4 | $244K | Sell |
6,730
-481
| -7% | -$15.5K | 0.04% | 75 |
|
|
2014
Q3 | $219K | Sell |
7,211
-941
| -12% | -$25.3K | 0.04% | 71 |
|
|
2014
Q2 | $234K | Sell |
8,152
-2,457
| -23% | -$69.5K | 0.04% | 75 |
|
|
2014
Q1 | $282K | Sell |
10,609
-3,630
| -25% | -$98.3K | 0.16% | 87 |
|
|
2013
Q4 | $475K | Buy |
+14,239
| New | +$493K | 0.21% | 74 |
|
Other funds holding UPBD
IC
HCM
