Meritage Portfolio Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-71,702	Closed	-$2.2M	–	352
2024 Q2	$2.2M	Buy	+71,702	New	+$2.2M	0.14%	166
2022 Q1	–	Sell	-4,401	Closed	-$211K	–	384
2021 Q4	$211K	Buy	4,401 +226	+5%	+$10.8K	0.01%	322
2021 Q3	$235K	Buy	+4,175	New	+$235K	0.01%	279