Prentice Wealth 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
Q1 | – | Sell |
-6,922
| Closed | -$202K | – | 115 |
|
|
2024
Q4 | $202K | Sell |
6,922
-62
| -0.9% | -$1.81K | 0.06% | 106 |
|
|
2024
Q3 | $223K | Sell |
6,984
-199
| -3% | -$6.37K | 0.07% | 104 |
|
|
2024
Q2 | $221K | Sell |
7,183
-61
| -0.8% | -$1.87K | 0.07% | 104 |
|
|
2024
Q1 | $255K | Buy |
7,244
+97
| +1% | +$3.42K | 0.09% | 101 |
|
|
2023
Q4 | $243K | Buy |
7,147
+192
| +3% | +$6.52K | 0.09% | 97 |
|
|
2023
Q3 | $205K | Sell |
6,955
-24
| -0.3% | -$707 | 0.09% | 96 |
|
|
2023
Q2 | $217K | Buy |
+6,979
| New | +$217K | 0.1% | 92 |
|
|
2022
Q3 | – | Sell |
-6,569
| Closed | -$128K | – | 175 |
|
|
2022
Q2 | $128K | Buy |
+6,569
| New | +$128K | 0.13% | 53 |
|
|
2022
Q1 | – | Sell |
-5,749
| Closed | -$276K | – | 104 |
|
|
2021
Q4 | $276K | Sell |
5,749
-86
| -1% | -$4.13K | 0.13% | 83 |
|
|
2021
Q3 | $328K | Sell |
5,835
-70
| -1% | -$3.94K | 0.16% | 62 |
|
|
2021
Q2 | $313K | Buy |
5,905
+269
| +5% | +$14.3K | 0.16% | 65 |
|
|
2021
Q1 | $325K | Buy |
+5,636
| New | +$325K | 0.18% | 54 |
|