Jones Financial Companies’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
Q2
$77.3K Sell
2025
Q1
$191K Sell
2024
Q4
$248K Sell
2024
Q3
$565K Sell
2024
Q2
$601K Buy