MAI 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	$13.6K	Buy	542 +57	+12%	+$1.43K	﹤0.01%	2402
2025 Q1	$11.6K	Buy	485 +6	+1%	+$144	﹤0.01%	2271
2024 Q4	$14K	Buy	+479	New	+$14K	﹤0.01%	2227