Kendall Capital Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Buy	70,705 +5,835	+9%	+$114K	0.26%	98
2025 Q4	$1.14M	Sell	64,870 -49,615	-43%	-$959K	0.24%	104
2025 Q3	$2.71M	Buy	114,485 +20,555	+22%	+$508K	0.61%	45
2025 Q2	$2.36M	Buy	93,930 +1,935	+2%	+$45.2K	0.62%	44
2025 Q1	$2.2M	Buy	91,995 +11,045	+14%	+$303K	0.65%	46
2024 Q4	$2.36M	Buy	80,950 +24,870	+44%	+$772K	0.69%	45
2024 Q3	$1.79M	Buy	56,080 +1,990	+4%	+$64K	0.55%	55
2024 Q2	$1.66M	Sell	54,090 -214	-0.4%	-$6.84K	0.55%	53
2024 Q1	$1.91M	Sell	54,304 -1,761	-3%	-$58.8K	0.66%	45
2023 Q4	$1.9M	Buy	56,065 +60	+0.1%	+$1.79K	0.74%	40
2023 Q3	$1.65M	Sell	56,005 -805	-1%	-$25.1K	0.73%	44
2023 Q2	$1.77M	Buy	56,810 +1,710	+3%	+$50K	0.77%	37
2023 Q1	$1.35M	Buy	55,100 +5,260	+11%	+$135K	0.65%	46
2022 Q4	$1.12M	Sell	49,840 -590	-1%	-$12.6K	0.57%	58
2022 Q3	$883K	Buy	50,430 +2,775	+6%	+$69.1K	0.51%	61
2022 Q2	$927K	Buy	47,655 +11,190	+31%	+$279K	0.51%	58
2022 Q1	$919K	Buy	36,465 +6,680	+22%	+$241K	0.44%	71
2021 Q4	$1.43M	Buy	29,785 +3,395	+13%	+$170K	0.68%	44
2021 Q3	$1.48M	Buy	26,390 +2,945	+13%	+$173K	0.8%	40
2021 Q2	$1.24M	Buy	23,445 +2,560	+12%	+$149K	0.7%	47
2021 Q1	$1.2M	Buy	20,885 +2,480	+13%	+$130K	0.74%	44
2020 Q4	$705K	Buy	18,405 +11,235	+157%	+$382K	0.51%	63
2020 Q3	$214K	Buy	+7,170	New	+$212K	0.19%	114