O'Shaughnessy Asset Management’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
Q2 | $410K | Sell |
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|
2025
Q1 | $606K | Buy |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $3.2M | Sell |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $922K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $944K | Sell |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.52M | Sell |
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|
2020
Q2 | $1.64M | Sell |
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|
2020
Q1 | $1.82M | Buy |
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|
2019
Q4 | $2.37M | Sell |
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|
2019
Q3 | $2.25M | Buy |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $15K | Buy |
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|
2015
Q4 | $7K | Buy |
|