Panagora Asset 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 | $7.88M | Buy |
313,854
+15,851
| +5% | +$398K | 0.04% | 286 |
|
|
2025
Q1 | $7.14M | Buy |
298,003
+124,229
| +71% | +$2.98M | 0.04% | 299 |
|
|
2024
Q4 | $5.07M | Buy |
173,774
+107,576
| +163% | +$3.14M | 0.02% | 341 |
|
|
2024
Q3 | $2.12M | Buy |
+66,198
| New | +$2.12M | 0.01% | 529 |
|
|
2021
Q3 | – | Sell |
-14,395
| Closed | -$764K | – | 2364 |
|
|
2021
Q2 | $764K | Sell |
14,395
-926
| -6% | -$49.1K | ﹤0.01% | 1139 |
|
|
2021
Q1 | $883K | Buy |
15,321
+14,361
| +1,496% | +$828K | 0.01% | 1067 |
|
|
2020
Q4 | $37K | Hold |
960
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q3 | $29K | Buy |
+960
| New | +$29K | ﹤0.01% | 2127 |
|
|
2018
Q4 | – | Sell |
-101,820
| Closed | -$1.46M | – | 2529 |
|
|
2018
Q3 | $1.46M | Sell |
101,820
-4,725
| -4% | -$67.9K | 0.01% | 962 |
|
|
2018
Q2 | $1.57M | Buy |
+106,545
| New | +$1.57M | 0.01% | 984 |
|
|
2018
Q1 | – | Sell |
-247
| Closed | -$3K | – | 2400 |
|
|
2017
Q4 | $3K | Hold |
247
| – | – | ﹤0.01% | 2271 |
|
|
2017
Q3 | $3K | Hold |
247
| – | – | ﹤0.01% | 2276 |
|
|
2017
Q2 | $3K | Sell |
247
-67,390
| -100% | -$819K | ﹤0.01% | 2543 |
|
|
2017
Q1 | $600K | Sell |
67,637
-39,455
| -37% | -$350K | ﹤0.01% | 1320 |
|
|
2016
Q4 | $1.21M | Sell |
107,092
-3,006
| -3% | -$33.8K | 0.01% | 1120 |
|
|
2016
Q3 | $1.39M | Buy |
110,098
+97,917
| +804% | +$1.24M | 0.01% | 1065 |
|
|
2016
Q2 | $150K | Buy |
+12,181
| New | +$150K | ﹤0.01% | 1784 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$38K | – | 2261 |
|
|
2013
Q3 | $38K | Sell |
1,000
-5,189
| -84% | -$197K | ﹤0.01% | 2082 |
|
|
2013
Q2 | $232K | Buy |
+6,189
| New | +$232K | ﹤0.01% | 1556 |
|