Mutual of America 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
Q1 | – | Sell |
-7,375
| Closed | -$215K | – | 1451 |
|
|
2024
Q4 | $215K | Buy |
7,375
+55
| +0.8% | +$1.6K | ﹤0.01% | 1362 |
|
|
2024
Q3 | $234K | Sell |
7,320
-43
| -0.6% | -$1.38K | ﹤0.01% | 1360 |
|
|
2024
Q2 | $226K | Sell |
7,363
-307
| -4% | -$9.43K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $270K | Sell |
7,670
-123
| -2% | -$4.33K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $265K | Sell |
7,793
-252
| -3% | -$8.56K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $237K | Sell |
8,045
-1,787
| -18% | -$52.6K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $306K | Sell |
9,832
-485
| -5% | -$15.1K | ﹤0.01% | 1283 |
|
|
2023
Q1 | $253K | Sell |
10,317
-184
| -2% | -$4.51K | ﹤0.01% | 1328 |
|
|
2022
Q4 | $237K | Sell |
10,501
-99
| -0.9% | -$2.23K | ﹤0.01% | 1346 |
|
|
2022
Q3 | $186K | Buy |
10,600
+1,561
| +17% | +$27.4K | ﹤0.01% | 1383 |
|
|
2022
Q2 | $176K | Sell |
9,039
-46,203
| -84% | -$900K | ﹤0.01% | 1372 |
|
|
2022
Q1 | $1.39M | Sell |
55,242
-8,973
| -14% | -$226K | 0.01% | 1018 |
|
|
2021
Q4 | $3.09M | Sell |
64,215
-324
| -0.5% | -$15.6K | 0.03% | 807 |
|
|
2021
Q3 | $3.63M | Buy |
64,539
+56,055
| +661% | +$3.15M | 0.04% | 699 |
|
|
2021
Q2 | $450K | Buy |
8,484
+1,944
| +30% | +$103K | ﹤0.01% | 1172 |
|
|
2021
Q1 | $377K | Buy |
6,540
+495
| +8% | +$28.5K | ﹤0.01% | 1195 |
|
|
2020
Q4 | $231K | Buy |
6,045
+203
| +3% | +$7.76K | ﹤0.01% | 1262 |
|
|
2020
Q3 | $175K | Buy |
5,842
+3,496
| +149% | +$105K | ﹤0.01% | 1260 |
|
|
2020
Q2 | $65K | Buy |
2,346
+159
| +7% | +$4.41K | ﹤0.01% | 1283 |
|
|
2020
Q1 | $31K | Buy |
2,187
+445
| +26% | +$6.31K | ﹤0.01% | 1399 |
|
|
2019
Q4 | $50K | Sell |
1,742
-74
| -4% | -$2.12K | ﹤0.01% | 1345 |
|
|
2019
Q3 | $47K | Buy |
1,816
+213
| +13% | +$5.51K | ﹤0.01% | 1350 |
|
|
2019
Q2 | $43K | Buy |
1,603
+331
| +26% | +$8.88K | ﹤0.01% | 1378 |
|
|
2019
Q1 | $27K | Buy |
1,272
+176
| +16% | +$3.74K | ﹤0.01% | 1458 |
|
|
2018
Q4 | $18K | Buy |
1,096
+250
| +30% | +$4.11K | ﹤0.01% | 1493 |
|
|
2018
Q3 | $12K | Buy |
846
+650
| +332% | +$9.22K | ﹤0.01% | 1599 |
|
|
2018
Q2 | $3K | Buy |
+196
| New | +$3K | ﹤0.01% | 1550 |
|
|
2016
Q1 | – | Sell |
-32,751
| Closed | -$490K | – | 1240 |
|
|
2015
Q4 | $490K | Sell |
32,751
-2,624
| -7% | -$39.3K | 0.01% | 1106 |
|
|
2015
Q3 | $858K | Buy |
35,375
+1,217
| +4% | +$29.5K | 0.02% | 1025 |
|
|
2015
Q2 | $968K | Sell |
34,158
-192
| -0.6% | -$5.44K | 0.02% | 1027 |
|
|
2015
Q1 | $943K | Buy |
34,350
+985
| +3% | +$27K | 0.02% | 1018 |
|
|
2014
Q4 | $1.21M | Buy |
33,365
+505
| +2% | +$18.3K | 0.03% | 927 |
|
|
2014
Q3 | $997K | Sell |
32,860
-113,515
| -78% | -$3.44M | 0.02% | 987 |
|
|
2014
Q2 | $4.2M | Buy |
146,375
+1,773
| +1% | +$50.8K | 0.1% | 259 |
|
|
2014
Q1 | $3.85M | Sell |
144,602
-84,700
| -37% | -$2.25M | 0.09% | 315 |
|
|
2013
Q4 | $7.65M | Sell |
229,302
-5,916
| -3% | -$197K | 0.19% | 84 |
|
|
2013
Q3 | $8.96M | Buy |
235,218
+774
| +0.3% | +$29.5K | 0.24% | 57 |
|
|
2013
Q2 | $8.8M | Buy |
+234,444
| New | +$8.8M | 0.26% | 52 |
|