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
Q3 | $71 | Sell |
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|
2025
Q2 | $176 | Sell |
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|
2025
Q1 | $1.1K | Sell |
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|
2024
Q4 | $1.4K | Sell |
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|
2024
Q3 | $1.6K | Buy |
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|
2024
Q2 | $1.41K | Hold |
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|
2024
Q1 | $1.62K | Hold |
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|
2023
Q4 | $1.56K | Hold |
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|
2023
Q3 | $1.35K | Hold |
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|
2023
Q2 | $1.43K | Buy |
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|
2023
Q1 | $1.08K | Sell |
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|
2022
Q4 | $1.01K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $76K | Buy |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $51K | Sell |
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|
2017
Q4 | $65K | Sell |
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|
2017
Q3 | $73K | Sell |
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|
2017
Q2 | $83K | Buy |
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|
2017
Q1 | $58K | Hold |
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|
2016
Q4 | $58K | Sell |
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|
2016
Q3 | $72K | Sell |
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|
2016
Q2 | $76K | Buy |
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|
2016
Q1 | $71K | Sell |
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|
2015
Q4 | $69K | Sell |
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|
2015
Q3 | $167K | Buy |
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|
2015
Q2 | $195K | Buy |
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|
2015
Q1 | $188K | Buy |
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|
2014
Q4 | $244K | Sell |
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|
2014
Q3 | $219K | Sell |
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|
2014
Q2 | $234K | Sell |
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|
2014
Q1 | $282K | Sell |
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|
2013
Q4 | $475K | Buy |
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