Prelude 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 | $246K | Sell |
9,814
-8,835
| -47% | -$222K | 0.02% | 698 |
|
|
2025
Q1 | $447K | Buy |
18,649
+9,248
| +98% | +$222K | 0.03% | 476 |
|
|
2024
Q4 | $274K | Sell |
9,401
-9,790
| -51% | -$286K | 0.02% | 727 |
|
|
2024
Q3 | $614K | Buy |
+19,191
| New | +$614K | 0.04% | 473 |
|
|
2021
Q3 | – | Sell |
-10,084
| Closed | -$535K | – | 1724 |
|
|
2021
Q2 | $535K | Buy |
10,084
+1,743
| +21% | +$92.5K | 0.02% | 713 |
|
|
2021
Q1 | $481K | Sell |
8,341
-7,339
| -47% | -$423K | 0.01% | 607 |
|
|
2020
Q4 | $600K | Buy |
+15,680
| New | +$600K | 0.02% | 321 |
|
|
2018
Q4 | – | Sell |
-68,310
| Closed | -$982K | – | 1752 |
|
|
2018
Q3 | $982K | Buy |
68,310
+61,244
| +867% | +$880K | 0.06% | 235 |
|
|
2018
Q2 | $104K | Sell |
7,066
-624
| -8% | -$9.18K | 0.01% | 708 |
|
|
2018
Q1 | $66K | Buy |
7,690
+4,690
| +156% | +$40.3K | ﹤0.01% | 873 |
|
|
2017
Q4 | $33K | Sell |
3,000
-2,500
| -45% | -$27.5K | ﹤0.01% | 905 |
|
|
2017
Q3 | $63K | Buy |
5,500
+3,400
| +162% | +$38.9K | 0.01% | 934 |
|
|
2017
Q2 | $25K | Buy |
+2,100
| New | +$25K | ﹤0.01% | 1102 |
|
|
2017
Q1 | – | Sell |
-12,100
| Closed | -$136K | – | 1731 |
|
|
2016
Q4 | $136K | Sell |
12,100
-272
| -2% | -$3.06K | 0.02% | 686 |
|
|
2016
Q3 | $156K | Buy |
12,372
+5,694
| +85% | +$71.8K | 0.02% | 593 |
|
|
2016
Q2 | $82K | Buy |
6,678
+4,878
| +271% | +$59.9K | 0.01% | 787 |
|
|
2016
Q1 | $29K | Sell |
1,800
-3,880
| -68% | -$62.5K | ﹤0.01% | 985 |
|
|
2015
Q4 | $85K | Buy |
5,680
+3,180
| +127% | +$47.6K | 0.01% | 812 |
|
|
2015
Q3 | $61K | Buy |
+2,500
| New | +$61K | 0.01% | 924 |
|
|
2015
Q1 | – | Sell |
-18,700
| Closed | -$679K | – | 2088 |
|
|
2014
Q4 | $679K | Buy |
18,700
+12,500
| +202% | +$454K | 0.1% | 207 |
|
|
2014
Q3 | $188K | Buy |
6,200
+4,900
| +377% | +$149K | 0.03% | 672 |
|
|
2014
Q2 | $37K | Buy |
+1,300
| New | +$37K | ﹤0.01% | 1393 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$4K | – | 1797 |
|
|
2013
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1419 |
|