Petrus Trust Company’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 | – | Sell |
-19,454
| Closed | -$466K | – | 742 |
|
|
2025
Q1 | $466K | Buy |
+19,454
| New | +$466K | 0.04% | 227 |
|
|
2024
Q4 | – | Sell |
-7,846
| Closed | -$251K | – | 751 |
|
|
2024
Q3 | $251K | Sell |
7,846
-3,407
| -30% | -$109K | 0.02% | 468 |
|
|
2024
Q2 | $345K | Buy |
11,253
+5,535
| +97% | +$170K | 0.03% | 383 |
|
|
2024
Q1 | $201K | Buy |
+5,718
| New | +$201K | 0.02% | 578 |
|
|
2023
Q4 | – | Sell |
-14,890
| Closed | -$439K | – | 749 |
|
|
2023
Q3 | $439K | Buy |
+14,890
| New | +$439K | 0.05% | 222 |
|
|
2020
Q4 | – | Sell |
-9,496
| Closed | -$284K | – | 237 |
|
|
2020
Q3 | $284K | Buy |
+9,496
| New | +$284K | 0.03% | 103 |
|
|
2020
Q1 | – | Sell |
-7,857
| Closed | -$227K | – | 323 |
|
|
2019
Q4 | $227K | Sell |
7,857
-541
| -6% | -$15.6K | 0.04% | 215 |
|
|
2019
Q3 | $217K | Buy |
+8,398
| New | +$217K | 0.04% | 195 |
|
|
2016
Q2 | – | Sell |
-18,355
| Closed | -$291K | – | 209 |
|
|
2016
Q1 | $291K | Buy |
18,355
+4,786
| +35% | +$75.9K | 0.06% | 95 |
|
|
2015
Q4 | $203K | Buy |
+13,569
| New | +$203K | 0.04% | 119 |
|