Nisa Investment Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $373K | Buy |
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|
2025
Q2 | $311K | Buy |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $179K | Sell |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $589 | Hold |
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|
2021
Q2 | $556 | Buy |
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|
2021
Q1 | $574 | Sell |
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|
2020
Q4 | $726K | Sell |
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|
2020
Q3 | $573K | Buy |
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|
2020
Q2 | $493K | Buy |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Sell |
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|
2019
Q2 | $95K | Hold |
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|
2019
Q1 | $74K | Sell |
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|
2018
Q4 | $62K | Buy |
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|
2018
Q3 | $43K | Sell |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $49K | Sell |
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|
2017
Q4 | $72K | Hold |
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|
2017
Q3 | $75K | Buy |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $10K | Sell |
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|
2015
Q4 | $388K | Hold |
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|
2015
Q3 | $628K | Hold |
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|
2015
Q2 | $734K | Sell |
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|
2015
Q1 | $1.19M | Buy |
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|
2014
Q4 | $1.28M | Hold |
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|
2014
Q3 | $1.07M | Sell |
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|
2014
Q2 | $1.27M | Sell |
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|
2014
Q1 | $1.31M | Buy |
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|
2013
Q4 | $894K | Sell |
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|
2013
Q3 | $1.17M | Sell |
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|
2013
Q2 | $1.21M | Buy |
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