Parkside Financial Bank & Trust’s Upbound Group UPBD Stock Holding History

Parkside Financial Bank & Trust’s Portfolio UPBD Stock Details UPBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.99K	Buy	119 +25	+27%	+$628	﹤0.01%	1866
2025 Q1	$2.25K	Buy	94 +20	+27%	+$479	﹤0.01%	1844
2024 Q4	$2.16K	Buy	74 +10	+16%	+$292	﹤0.01%	1612
2024 Q3	$2.05K	Hold	64	–	–	﹤0.01%	1593
2024 Q2	$1.97K	Hold	64	–	–	﹤0.01%	1555
2024 Q1	$2.26K	Hold	64	–	–	﹤0.01%	1489
2023 Q4	$2.18K	Sell	64 -98	-60%	-$3.33K	﹤0.01%	1486
2023 Q3	$4.77K	Hold	162	–	–	﹤0.01%	1391
2023 Q2	$5.04K	Hold	162	–	–	﹤0.01%	1369
2023 Q1	$3.97K	Hold	162	–	–	﹤0.01%	1453
2022 Q4	$3.65K	Buy	162 +9	+6%	+$203	﹤0.01%	1455
2022 Q3	$3K	Sell	153 -20	-12%	-$392	﹤0.01%	1463
2022 Q2	$3K	Buy	173 +93	+116%	+$1.61K	﹤0.01%	1496
2022 Q1	$2K	Sell	80 -76	-49%	-$1.9K	﹤0.01%	1655
2021 Q4	$7K	Sell	156 -8	-5%	-$359	﹤0.01%	1186
2021 Q3	$9K	Buy	164 +4	+3%	+$220	﹤0.01%	1014
2021 Q2	$8K	Buy	160 +14	+10%	+$700	﹤0.01%	1073
2021 Q1	$8K	Hold	146	–	–	﹤0.01%	1029
2020 Q4	$6K	Buy	146 +66	+83%	+$2.71K	﹤0.01%	1063
2020 Q3	$2K	Hold	80	–	–	﹤0.01%	1224
2020 Q2	$2K	Hold	80	–	–	﹤0.01%	1217
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	1342
2019 Q4	$2K	Hold	80	–	–	﹤0.01%	1254
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	1221
2019 Q2	$2K	Hold	80	–	–	﹤0.01%	1231
2019 Q1	$2K	Buy	80 +35	+78%	+$875	﹤0.01%	1216
2018 Q4	$1K	Hold	45	–	–	﹤0.01%	1336
2018 Q3	$1K	Hold	45	–	–	﹤0.01%	1392
2018 Q2	$1K	Hold	45	–	–	﹤0.01%	1383
2018 Q1	$0	Hold	45	–	–	﹤0.01%	1550
2017 Q4	$0	Hold	45	–	–	﹤0.01%	1502
2017 Q3	$1K	Hold	45	–	–	﹤0.01%	1242
2017 Q2	$1K	Hold	45	–	–	﹤0.01%	1269
2017 Q1	$0	Buy	45 +8	+22%	–	﹤0.01%	1527
2016 Q4	$0	Buy	+37	New	–	﹤0.01%	1490
2016 Q1	–	Sell	-813	Closed	-$13K	–	1108
2015 Q4	$13K	Buy	813 +21	+3%	+$336	0.01%	613
2015 Q3	$19K	Buy	+792	New	+$19K	0.01%	497