Palouse Capital Management’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 | $172K | Buy |
6,866
+243
| +4% | +$6.1K | 0.11% | 71 |
|
|
2025
Q1 | $159K | Buy |
6,623
+2,592
| +64% | +$62.1K | 0.11% | 74 |
|
|
2024
Q4 | $118K | Sell |
4,031
-745
| -16% | -$21.7K | 0.08% | 91 |
|
|
2024
Q3 | $153K | Sell |
4,776
-70
| -1% | -$2.24K | 0.1% | 79 |
|
|
2024
Q2 | $149K | Sell |
4,846
-273
| -5% | -$8.38K | 0.1% | 79 |
|
|
2024
Q1 | $180K | Buy |
+5,119
| New | +$180K | 0.12% | 74 |
|
|
2022
Q1 | – | Sell |
-5,623
| Closed | -$270K | – | 111 |
|
|
2021
Q4 | $270K | Buy |
+5,623
| New | +$270K | 0.12% | 85 |
|
|
2014
Q2 | – | Sell |
-8,565
| Closed | -$228K | – | 125 |
|
|
2014
Q1 | $228K | Sell |
8,565
-910
| -10% | -$24.2K | 0.09% | 118 |
|
|
2013
Q4 | $316K | Buy |
9,475
+35
| +0.4% | +$1.17K | 0.12% | 99 |
|
|
2013
Q3 | $360K | Sell |
9,440
-65
| -0.7% | -$2.48K | 0.15% | 91 |
|
|
2013
Q2 | $357K | Buy |
+9,505
| New | +$357K | 0.15% | 77 |
|