Los Angeles 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 | $963K | Buy |
+38,386
| New | +$963K | ﹤0.01% | 650 |
|
|
2022
Q1 | – | Sell |
-10,063
| Closed | -$483K | – | 1502 |
|
|
2021
Q4 | $483K | Sell |
10,063
-75,903
| -88% | -$3.64M | ﹤0.01% | 1027 |
|
|
2021
Q3 | $4.83M | Buy |
85,966
+855
| +1% | +$48.1K | 0.02% | 350 |
|
|
2021
Q2 | $4.52M | Buy |
85,111
+18,624
| +28% | +$988K | 0.02% | 404 |
|
|
2021
Q1 | $3.83M | Sell |
66,487
-33,013
| -33% | -$1.9M | 0.02% | 463 |
|
|
2020
Q4 | $3.81M | Buy |
99,500
+1,422
| +1% | +$54.5K | 0.02% | 460 |
|
|
2020
Q3 | $2.93M | Sell |
98,078
-3,011
| -3% | -$90K | 0.01% | 465 |
|
|
2020
Q2 | $2.81M | Sell |
101,089
-21,810
| -18% | -$607K | 0.01% | 524 |
|
|
2020
Q1 | $1.74M | Sell |
122,899
-4,358
| -3% | -$61.6K | 0.01% | 570 |
|
|
2019
Q4 | $3.67M | Buy |
127,257
+34,498
| +37% | +$995K | 0.02% | 491 |
|
|
2019
Q3 | $2.39M | Buy |
92,759
+30,119
| +48% | +$777K | 0.01% | 577 |
|
|
2019
Q2 | $1.67M | Buy |
62,640
+34,830
| +125% | +$927K | 0.01% | 694 |
|
|
2019
Q1 | $580K | Buy |
+27,810
| New | +$580K | ﹤0.01% | 1041 |
|
|
2017
Q3 | – | Sell |
-168,120
| Closed | -$1.97M | – | 1352 |
|
|
2017
Q2 | $1.97M | Hold |
168,120
| – | – | 0.01% | 612 |
|
|
2017
Q1 | $1.49M | Buy |
168,120
+6,166
| +4% | +$54.7K | 0.01% | 634 |
|
|
2016
Q4 | $1.82M | Buy |
161,954
+33,410
| +26% | +$376K | 0.01% | 564 |
|
|
2016
Q3 | $1.63M | Buy |
128,544
+79,350
| +161% | +$1M | 0.01% | 618 |
|
|
2016
Q2 | $604K | Buy |
49,194
+27,890
| +131% | +$342K | 0.01% | 850 |
|
|
2016
Q1 | $338K | Buy |
+21,304
| New | +$338K | ﹤0.01% | 932 |
|
|
2014
Q3 | – | Sell |
-10,413
| Closed | -$299K | – | 1162 |
|
|
2014
Q2 | $299K | Sell |
10,413
-1,920
| -16% | -$55.1K | ﹤0.01% | 1031 |
|
|
2014
Q1 | $328K | Buy |
12,333
+325
| +3% | +$8.64K | ﹤0.01% | 1031 |
|
|
2013
Q4 | $400K | Hold |
12,008
| – | – | ﹤0.01% | 988 |
|
|
2013
Q3 | $458K | Sell |
12,008
-100
| -0.8% | -$3.81K | 0.01% | 943 |
|
|
2013
Q2 | $455K | Buy |
+12,108
| New | +$455K | 0.01% | 949 |
|