LPL Financial’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 | $1.07M | Buy |
42,795
+16,510
| +63% | +$414K | ﹤0.01% | 3656 |
|
|
2025
Q1 | $630K | Buy |
26,285
+5,959
| +29% | +$143K | ﹤0.01% | 3902 |
|
|
2024
Q4 | $593K | Sell |
20,326
-731
| -3% | -$21.3K | ﹤0.01% | 3888 |
|
|
2024
Q3 | $674K | Buy |
21,057
+3
| +0% | +$96 | ﹤0.01% | 3699 |
|
|
2024
Q2 | $646K | Buy |
21,054
+9,493
| +82% | +$291K | ﹤0.01% | 3586 |
|
|
2024
Q1 | $407K | Sell |
11,561
-6,914
| -37% | -$243K | ﹤0.01% | 3891 |
|
|
2023
Q4 | $628K | Sell |
18,475
-1,000
| -5% | -$34K | ﹤0.01% | 3445 |
|
|
2023
Q3 | $574K | Buy |
+19,475
| New | +$574K | ﹤0.01% | 3341 |
|
|
2022
Q4 | – | Sell |
-14,363
| Closed | -$251K | – | 4528 |
|
|
2022
Q3 | $251K | Buy |
+14,363
| New | +$251K | ﹤0.01% | 3714 |
|
|
2022
Q1 | – | Sell |
-15,307
| Closed | -$735K | – | 4371 |
|
|
2021
Q4 | $735K | Buy |
15,307
+5,460
| +55% | +$262K | ﹤0.01% | 2920 |
|
|
2021
Q3 | $553K | Sell |
9,847
-697
| -7% | -$39.1K | ﹤0.01% | 3113 |
|
|
2021
Q2 | $560K | Buy |
10,544
+1,667
| +19% | +$88.5K | ﹤0.01% | 3053 |
|
|
2021
Q1 | $512K | Buy |
8,877
+1,557
| +21% | +$89.8K | ﹤0.01% | 2993 |
|
|
2020
Q4 | $280K | Buy |
+7,320
| New | +$280K | ﹤0.01% | 3247 |
|
|
2017
Q4 | – | Sell |
-11,740
| Closed | -$135K | – | 3050 |
|
|
2017
Q3 | $135K | Hold |
11,740
| – | – | ﹤0.01% | 2734 |
|
|
2017
Q2 | $138K | Hold |
11,740
| – | – | ﹤0.01% | 2666 |
|
|
2017
Q1 | $101K | Buy |
+11,740
| New | +$101K | ﹤0.01% | 2612 |
|