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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $251K | Sell |
13,908
-3,475
| -20% | -$67.7K | ﹤0.01% | 1138 |
|
|
2025
Q4 | $315K | Buy |
17,383
+1,870
| +12% | +$36.2K | ﹤0.01% | 1127 |
|
|
2025
Q3 | $373K | Buy |
15,513
+3,330
| +27% | +$82.2K | ﹤0.01% | 1099 |
|
|
2025
Q2 | $311K | Buy |
12,183
+638
| +6% | +$14.9K | ﹤0.01% | 1105 |
|
|
2025
Q1 | $277K | Sell |
11,545
-4,998
| -30% | -$137K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $489K | Buy |
16,543
+5,013
| +43% | +$156K | ﹤0.01% | 1067 |
|
|
2024
Q3 | $369K | Sell |
11,530
-1,188
| -9% | -$38.2K | ﹤0.01% | 1133 |
|
|
2024
Q2 | $395K | Buy |
12,718
+46
| +0.4% | +$1.47K | ﹤0.01% | 1154 |
|
|
2024
Q1 | $446K | Buy |
12,672
+45
| +0.4% | +$1.5K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $429K | Hold |
12,627
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q3 | $372K | Hold |
12,627
| – | – | ﹤0.01% | 1156 |
|
|
2023
Q2 | $393K | Buy |
12,627
+2,500
| +25% | +$73.1K | ﹤0.01% | 1145 |
|
|
2023
Q1 | $248K | Hold |
10,127
| – | – | ﹤0.01% | 1260 |
|
|
2022
Q4 | $228K | Hold |
10,127
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q3 | $179K | Sell |
10,127
-11,959
| -54% | -$298K | ﹤0.01% | 1300 |
|
|
2022
Q2 | $430K | Buy |
22,086
+11,576
| +110% | +$288K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $265K | Buy |
10,510
+40
| +0.4% | +$1.45K | ﹤0.01% | 1270 |
|
|
2021
Q4 | $441K | Hold |
10,470
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q3 | $589 | Hold |
10,470
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q2 | $556 | Buy |
10,470
+520
| +5% | +$30.2K | ﹤0.01% | 1107 |
|
|
2021
Q1 | $574 | Sell |
9,950
-9,000
| -47% | -$471K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $726K | Sell |
18,950
-225
| -1% | -$7.64K | ﹤0.01% | 1049 |
|
|
2020
Q3 | $573K | Buy |
19,175
+1,450
| +8% | +$42.9K | ﹤0.01% | 1003 |
|
|
2020
Q2 | $493K | Buy |
17,725
+75
| +0.4% | +$1.67K | ﹤0.01% | 1026 |
|
|
2020
Q1 | $250K | Buy |
17,650
+17,200
| +3,822% | +$414K | ﹤0.01% | 1128 |
|
|
2019
Q4 | $13K | Hold |
450
| – | – | ﹤0.01% | 1787 |
|
|
2019
Q3 | $12K | Sell |
450
-3,100
| -87% | -$81.4K | ﹤0.01% | 1748 |
|
|
2019
Q2 | $95K | Hold |
3,550
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q1 | $74K | Sell |
3,550
-250
| -7% | -$4.61K | ﹤0.01% | 1482 |
|
|
2018
Q4 | $62K | Buy |
3,800
+800
| +27% | +$11.6K | ﹤0.01% | 1431 |
|
|
2018
Q3 | $43K | Sell |
3,000
-3,400
| -53% | -$50K | ﹤0.01% | 1488 |
|
|
2018
Q2 | $94K | Hold |
6,400
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q1 | $49K | Sell |
6,400
-100
| -2% | -$960 | ﹤0.01% | 1430 |
|
|
2017
Q4 | $72K | Hold |
6,500
| – | – | ﹤0.01% | 1423 |
|
|
2017
Q3 | $75K | Buy |
6,500
+5,700
| +713% | +$70.5K | ﹤0.01% | 1410 |
|
|
2017
Q2 | $9K | Hold |
800
| – | – | ﹤0.01% | 1753 |
|
|
2017
Q1 | $7K | Buy |
+800
| New | +$7.27K | ﹤0.01% | 1766 |
|
|
2016
Q4 | – | Sell |
-600
| Closed | -$8K | – | 1896 |
|
|
2016
Q3 | $8K | Hold |
600
| – | – | ﹤0.01% | 1812 |
|
|
2016
Q2 | $7K | Hold |
600
| – | – | ﹤0.01% | 1823 |
|
|
2016
Q1 | $10K | Sell |
600
-25,300
| -98% | -$338K | ﹤0.01% | 1780 |
|
|
2015
Q4 | $388K | Hold |
25,900
| – | – | 0.01% | 1023 |
|
|
2015
Q3 | $628K | Hold |
25,900
| – | – | 0.01% | 889 |
|
|
2015
Q2 | $734K | Sell |
25,900
-17,500
| -40% | -$525K | 0.01% | 891 |
|
|
2015
Q1 | $1.19M | Buy |
43,400
+8,100
| +23% | +$247K | 0.02% | 736 |
|
|
2014
Q4 | $1.28M | Hold |
35,300
| – | – | 0.02% | 704 |
|
|
2014
Q3 | $1.07M | Sell |
35,300
-9,000
| -20% | -$242K | 0.02% | 752 |
|
|
2014
Q2 | $1.27M | Sell |
44,300
-5,000
| -10% | -$141K | 0.02% | 710 |
|
|
2014
Q1 | $1.31M | Buy |
49,300
+22,500
| +84% | +$610K | 0.02% | 700 |
|
|
2013
Q4 | $894K | Sell |
26,800
-4,000
| -13% | -$138K | 0.01% | 840 |
|
|
2013
Q3 | $1.17M | Sell |
30,800
-1,500
| -5% | -$57.8K | 0.02% | 715 |
|
|
2013
Q2 | $1.21M | Buy |
+32,300
| New | +$1.17M | 0.02% | 692 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
