Optimist Retirement Group’s Upbound Group UPBD Stock Holding History

Optimist Retirement Group’s Portfolio UPBD Stock Details UPBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Hold
2025 Q1	$222K	Buy
2024 Q4	$233K	Buy
2024 Q3	$226K	Hold
2024 Q2	$217K	Sell
2024 Q1	$351K	Hold
2023 Q4	$339K	Buy