Osaic Holdings’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 | $52.4K | Sell |
2,901
-3,326
| -53% | -$64.8K | ﹤0.01% | 5178 |
|
|
2025
Q4 | $109K | Sell |
6,227
-52,273
| -89% | -$1.01M | ﹤0.01% | 4631 |
|
|
2025
Q3 | $1.48M | Buy |
58,500
+44,489
| +318% | +$1.1M | ﹤0.01% | 2434 |
|
|
2025
Q2 | $352K | Buy |
14,011
+8,922
| +175% | +$208K | ﹤0.01% | 3457 |
|
|
2025
Q1 | $122K | Buy |
5,089
+1,929
| +61% | +$53K | ﹤0.01% | 4031 |
|
|
2024
Q4 | $92.2K | Sell |
3,160
-324
| -9% | -$10.1K | ﹤0.01% | 4233 |
|
|
2024
Q3 | $111K | Buy |
3,484
+892
| +34% | +$28.7K | ﹤0.01% | 4145 |
|
|
2024
Q2 | $79.6K | Buy |
2,592
+310
| +14% | +$9.9K | ﹤0.01% | 4313 |
|
|
2024
Q1 | $80.3K | Sell |
2,282
-406
| -15% | -$13.6K | ﹤0.01% | 4396 |
|
|
2023
Q4 | $91.3K | Sell |
2,688
-994
| -27% | -$29.6K | ﹤0.01% | 4497 |
|
|
2023
Q3 | $108K | Sell |
3,682
-436
| -11% | -$13.6K | ﹤0.01% | 4443 |
|
|
2023
Q2 | $128K | Sell |
4,118
-83
| -2% | -$2.43K | ﹤0.01% | 4250 |
|
|
2023
Q1 | $103K | Sell |
4,201
-722
| -15% | -$18.6K | ﹤0.01% | 4431 |
|
|
2022
Q4 | $111K | Sell |
4,923
-1,984
| -29% | -$42.5K | ﹤0.01% | 4350 |
|
|
2022
Q3 | $121K | Sell |
6,907
-5,624
| -45% | -$140K | ﹤0.01% | 4210 |
|
|
2022
Q2 | $244K | Buy |
12,531
+6,064
| +94% | +$151K | ﹤0.01% | 3600 |
|
|
2022
Q1 | $226K | Sell |
6,467
-2,375
| -27% | -$85.8K | ﹤0.01% | 3931 |
|
|
2021
Q4 | $426K | Sell |
8,842
-715
| -7% | -$35.8K | ﹤0.01% | 3219 |
|
|
2021
Q3 | $536K | Sell |
9,557
-694
| -7% | -$40.9K | ﹤0.01% | 2958 |
|
|
2021
Q2 | $543K | Buy |
10,251
+6,316
| +161% | +$367K | ﹤0.01% | 2944 |
|
|
2021
Q1 | $227K | Buy |
3,935
+364
| +10% | +$19K | ﹤0.01% | 3620 |
|
|
2020
Q4 | $137K | Buy |
3,571
+1,170
| +49% | +$39.7K | ﹤0.01% | 3811 |
|
|
2020
Q3 | $71K | Buy |
2,401
+1,527
| +175% | +$45.2K | ﹤0.01% | 4064 |
|
|
2020
Q2 | $24K | Buy |
874
+28
| +3% | +$622 | ﹤0.01% | 4696 |
|
|
2020
Q1 | $13K | Buy |
+846
| New | +$20.4K | ﹤0.01% | 4882 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
