Moody National Bank Trust Division’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
$220K Buy
+8,775
New +$220K 0.02% 458
2025
Q1
Sell
-8,274
Closed -$241K 508
2024
Q4
$241K Buy
+8,274
New +$241K 0.03% 439