Kingsview Wealth 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 | – | Sell |
-15,271
| Closed | -$366K | – | 1223 |
|
|
2025
Q1 | $366K | Buy |
+15,271
| New | +$366K | 0.01% | 823 |
|
|
2023
Q3 | – | Sell |
-27,359
| Closed | -$852K | – | 1008 |
|
|
2023
Q2 | $852K | Buy |
27,359
+2,725
| +11% | +$84.8K | 0.03% | 458 |
|
|
2023
Q1 | $604K | Buy |
24,634
+14,664
| +147% | +$359K | 0.03% | 522 |
|
|
2022
Q4 | $225K | Buy |
+9,970
| New | +$225K | 0.01% | 758 |
|