Jones Financial Companies’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 | $77.3K | Sell |
3,032
-4,999
| -62% | -$127K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $191K | Sell |
8,031
-486
| -6% | -$11.5K | ﹤0.01% | 1509 |
|
|
2024
Q4 | $248K | Sell |
8,517
-8,891
| -51% | -$259K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $565K | Sell |
17,408
-2,176
| -11% | -$70.6K | ﹤0.01% | 779 |
|
|
2024
Q2 | $601K | Buy |
+19,584
| New | +$601K | ﹤0.01% | 513 |
|