Philadelphia Financial Management of San Francisco’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
Q1 | – | Sell |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $4.04M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $8.31M | Buy |
|
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|
2023
Q4 | $7.61M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $826K | Sell |
|
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|
2022
Q4 | $9.59M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8.62M | Buy |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $20.3M | Buy |
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|
2021
Q2 | $16.9M | Buy |
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|
2021
Q1 | $3.98M | Sell |
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|
2020
Q4 | $9.88M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13.7M | Buy |
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|
2019
Q3 | $10.8M | Sell |
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|
2019
Q2 | $15.5M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26.8M | Buy |
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|
2017
Q4 | $19.5M | Buy |
|