Optimist Retirement Group’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 | $232K | Hold |
9,257
| – | – | 0.11% | 105 |
|
|
2025
Q1 | $222K | Buy |
9,257
+1,266
| +16% | +$30.3K | 0.11% | 107 |
|
|
2024
Q4 | $233K | Buy |
7,991
+916
| +13% | +$26.7K | 0.11% | 103 |
|
|
2024
Q3 | $226K | Hold |
7,075
| – | – | 0.1% | 113 |
|
|
2024
Q2 | $217K | Sell |
7,075
-2,901
| -29% | -$89.1K | 0.11% | 101 |
|
|
2024
Q1 | $351K | Hold |
9,976
| – | – | 0.18% | 56 |
|
|
2023
Q4 | $339K | Buy |
+9,976
| New | +$339K | 0.22% | 53 |
|