Natixis Advisors’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-64,686
| Closed | -$1.55M | – | 1697 |
|
|
2025
Q1 | $1.55M | Buy |
64,686
+404
| +0.6% | +$9.68K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $1.88M | Buy |
64,282
+53,991
| +525% | +$1.57M | ﹤0.01% | 1114 |
|
|
2024
Q3 | $329K | Buy |
+10,291
| New | +$329K | ﹤0.01% | 1521 |
|
|
2022
Q3 | – | Sell |
-35,675
| Closed | -$694K | – | 1516 |
|
|
2022
Q2 | $694K | Buy |
35,675
+3,339
| +10% | +$65K | ﹤0.01% | 1198 |
|
|
2022
Q1 | $815K | Buy |
32,336
+5,864
| +22% | +$148K | ﹤0.01% | 1177 |
|
|
2021
Q4 | $1.27M | Sell |
26,472
-2,966
| -10% | -$143K | ﹤0.01% | 1076 |
|
|
2021
Q3 | $1.65M | Buy |
+29,438
| New | +$1.65M | 0.01% | 964 |
|
|
2014
Q1 | – | Sell |
-89,264
| Closed | -$2.98M | – | 1264 |
|
|
2013
Q4 | $2.98M | Buy |
89,264
+4,280
| +5% | +$143K | 0.05% | 523 |
|
|
2013
Q3 | $3.24M | Buy |
84,984
+2,483
| +3% | +$94.6K | 0.06% | 469 |
|
|
2013
Q2 | $3.1M | Buy |
+82,501
| New | +$3.1M | 0.06% | 470 |
|