Ladenburg Thalmann Financial Services’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $9K | Buy |
306
+68
| +29% | +$2K | ﹤0.01% | 4541 |
|
|
2019
Q3 | $6K | Buy |
238
+38
| +19% | +$958 | ﹤0.01% | 4625 |
|
|
2019
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 4727 |
|
|
2018
Q4 | – | Sell |
-3,400
| Closed | -$49K | – | 5339 |
|
|
2018
Q3 | $49K | Sell |
3,400
-55
| -2% | -$793 | ﹤0.01% | 3328 |
|
|
2018
Q2 | $29K | Hold |
3,455
| – | – | ﹤0.01% | 3623 |
|
|
2018
Q1 | $29K | Hold |
3,455
| – | – | ﹤0.01% | 3623 |
|
|
2017
Q4 | $39K | Sell |
3,455
-525
| -13% | -$5.93K | ﹤0.01% | 3392 |
|
|
2017
Q3 | $46K | Buy |
3,980
+525
| +15% | +$6.07K | ﹤0.01% | 3142 |
|
|
2017
Q2 | $41K | Hold |
3,455
| – | – | ﹤0.01% | 3167 |
|
|
2017
Q1 | $30K | Hold |
3,455
| – | – | ﹤0.01% | 3285 |
|
|
2016
Q4 | $39K | Buy |
3,455
+3,400
| +6,182% | +$38.4K | ﹤0.01% | 3035 |
|
|
2016
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 4659 |
|
|
2016
Q2 | $1K | Sell |
55
-39
| -41% | -$709 | ﹤0.01% | 4620 |
|
|
2016
Q1 | $2K | Hold |
94
| – | – | ﹤0.01% | 4405 |
|
|
2015
Q4 | $2K | Buy |
94
+39
| +71% | +$830 | ﹤0.01% | 4384 |
|
|
2015
Q3 | $1K | Sell |
55
-22
| -29% | -$400 | ﹤0.01% | 4465 |
|
|
2015
Q2 | $3K | Sell |
77
-209
| -73% | -$8.14K | ﹤0.01% | 4252 |
|
|
2015
Q1 | $8K | Sell |
286
-560
| -66% | -$15.7K | ﹤0.01% | 3771 |
|
|
2014
Q4 | $31K | Buy |
846
+82
| +11% | +$3.01K | ﹤0.01% | 2692 |
|
|
2014
Q3 | $23K | Buy |
764
+560
| +275% | +$16.9K | ﹤0.01% | 2561 |
|
|
2014
Q2 | $6K | Sell |
204
-51
| -20% | -$1.5K | ﹤0.01% | 3322 |
|
|
2014
Q1 | $6K | Sell |
255
-3
| -1% | -$71 | ﹤0.01% | 3205 |
|
|
2013
Q4 | $9K | Hold |
258
| – | – | ﹤0.01% | 3006 |
|
|
2013
Q3 | $10K | Hold |
258
| – | – | ﹤0.01% | 2866 |
|
|
2013
Q2 | $10K | Buy |
+258
| New | +$10K | ﹤0.01% | 2735 |
|