Kendall Capital Management’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 | $2.36M | Buy |
93,930
+1,935
| +2% | +$48.6K | 0.62% | 44 |
|
|
2025
Q1 | $2.2M | Buy |
91,995
+11,045
| +14% | +$265K | 0.65% | 46 |
|
|
2024
Q4 | $2.36M | Buy |
80,950
+24,870
| +44% | +$725K | 0.69% | 45 |
|
|
2024
Q3 | $1.79M | Buy |
56,080
+1,990
| +4% | +$63.7K | 0.55% | 55 |
|
|
2024
Q2 | $1.66M | Sell |
54,090
-214
| -0.4% | -$6.57K | 0.55% | 53 |
|
|
2024
Q1 | $1.91M | Sell |
54,304
-1,761
| -3% | -$62K | 0.66% | 45 |
|
|
2023
Q4 | $1.9M | Buy |
56,065
+60
| +0.1% | +$2.04K | 0.74% | 40 |
|
|
2023
Q3 | $1.65M | Sell |
56,005
-805
| -1% | -$23.7K | 0.73% | 44 |
|
|
2023
Q2 | $1.77M | Buy |
56,810
+1,710
| +3% | +$53.2K | 0.77% | 37 |
|
|
2023
Q1 | $1.35M | Buy |
55,100
+5,260
| +11% | +$129K | 0.65% | 46 |
|
|
2022
Q4 | $1.12M | Sell |
49,840
-590
| -1% | -$13.3K | 0.57% | 58 |
|
|
2022
Q3 | $883K | Buy |
50,430
+2,775
| +6% | +$48.6K | 0.51% | 61 |
|
|
2022
Q2 | $927K | Buy |
47,655
+11,190
| +31% | +$218K | 0.51% | 58 |
|
|
2022
Q1 | $919K | Buy |
36,465
+6,680
| +22% | +$168K | 0.44% | 71 |
|
|
2021
Q4 | $1.43M | Buy |
29,785
+3,395
| +13% | +$163K | 0.68% | 44 |
|
|
2021
Q3 | $1.48M | Buy |
26,390
+2,945
| +13% | +$165K | 0.8% | 40 |
|
|
2021
Q2 | $1.24M | Buy |
23,445
+2,560
| +12% | +$136K | 0.7% | 47 |
|
|
2021
Q1 | $1.2M | Buy |
20,885
+2,480
| +13% | +$143K | 0.74% | 44 |
|
|
2020
Q4 | $705K | Buy |
18,405
+11,235
| +157% | +$430K | 0.51% | 63 |
|
|
2020
Q3 | $214K | Buy |
+7,170
| New | +$214K | 0.19% | 114 |
|