Principal Financial Group’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 | $6.41M | Buy |
255,303
+59
| +0% | +$1.48K | ﹤0.01% | 1464 |
|
|
2025
Q1 | $6.12M | Buy |
255,244
+17,237
| +7% | +$413K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $6.94M | Buy |
238,007
+6,954
| +3% | +$203K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $7.39M | Sell |
231,053
-9,302
| -4% | -$298K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $7.38M | Sell |
240,355
-7,237
| -3% | -$222K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $8.72M | Buy |
247,592
+14,728
| +6% | +$519K | 0.01% | 1380 |
|
|
2023
Q4 | $7.91M | Sell |
232,864
-14,040
| -6% | -$477K | 0.01% | 1402 |
|
|
2023
Q3 | $7.27M | Sell |
246,904
-40,567
| -14% | -$1.19M | 0.01% | 1383 |
|
|
2023
Q2 | $8.95M | Sell |
287,471
-15,201
| -5% | -$473K | 0.01% | 1304 |
|
|
2023
Q1 | $7.42M | Sell |
302,672
-6,163
| -2% | -$151K | 0.01% | 1393 |
|
|
2022
Q4 | $6.96M | Sell |
308,835
-21,436
| -6% | -$483K | 0.01% | 1415 |
|
|
2022
Q3 | $5.78M | Sell |
330,271
-7,074
| -2% | -$124K | ﹤0.01% | 1444 |
|
|
2022
Q2 | $6.56M | Sell |
337,345
-108,133
| -24% | -$2.1M | ﹤0.01% | 1456 |
|
|
2022
Q1 | $11.2M | Sell |
445,478
-20,958
| -4% | -$528K | 0.01% | 1303 |
|
|
2021
Q4 | $22.4M | Sell |
466,436
-31,149
| -6% | -$1.5M | 0.01% | 875 |
|
|
2021
Q3 | $28M | Buy |
497,585
+4,382
| +0.9% | +$246K | 0.02% | 687 |
|
|
2021
Q2 | $26.2M | Buy |
493,203
+104,148
| +27% | +$5.53M | 0.02% | 754 |
|
|
2021
Q1 | $22.4M | Buy |
389,055
+2,987
| +0.8% | +$172K | 0.02% | 822 |
|
|
2020
Q4 | $14.8M | Sell |
386,068
-13,960
| -3% | -$535K | 0.01% | 983 |
|
|
2020
Q3 | $12M | Buy |
400,028
+6,353
| +2% | +$190K | 0.01% | 956 |
|
|
2020
Q2 | $11M | Sell |
393,675
-12,772
| -3% | -$355K | 0.01% | 1009 |
|
|
2020
Q1 | $5.75M | Sell |
406,447
-23,430
| -5% | -$331K | 0.01% | 1215 |
|
|
2019
Q4 | $12.4M | Sell |
429,877
-15,253
| -3% | -$440K | 0.01% | 1127 |
|
|
2019
Q3 | $11.5M | Buy |
445,130
+31,921
| +8% | +$823K | 0.01% | 1130 |
|
|
2019
Q2 | $11M | Buy |
413,209
+53,183
| +15% | +$1.42M | 0.01% | 1169 |
|
|
2019
Q1 | $7.51M | Sell |
360,026
-582
| -0.2% | -$12.1K | 0.01% | 1398 |
|
|
2018
Q4 | $5.84M | Buy |
360,608
+2,014
| +0.6% | +$32.6K | 0.01% | 1445 |
|
|
2018
Q3 | $5.16M | Sell |
358,594
-57,541
| -14% | -$828K | ﹤0.01% | 1600 |
|
|
2018
Q2 | $6.13M | Buy |
416,135
+6,727
| +2% | +$99K | 0.01% | 1532 |
|
|
2018
Q1 | $3.53M | Buy |
409,408
+10,490
| +3% | +$90.5K | ﹤0.01% | 1651 |
|
|
2017
Q4 | $4.43M | Sell |
398,918
-3,052
| -0.8% | -$33.9K | ﹤0.01% | 1603 |
|
|
2017
Q3 | $4.62M | Sell |
401,970
-2,653
| -0.7% | -$30.5K | ﹤0.01% | 1580 |
|
|
2017
Q2 | $4.74M | Buy |
404,623
+284
| +0.1% | +$3.33K | ﹤0.01% | 1565 |
|
|
2017
Q1 | $3.59M | Buy |
404,339
+14,559
| +4% | +$129K | ﹤0.01% | 1627 |
|
|
2016
Q4 | $4.39M | Buy |
389,780
+5,503
| +1% | +$61.9K | 0.01% | 1561 |
|
|
2016
Q3 | $4.86M | Sell |
384,277
-875
| -0.2% | -$11.1K | 0.01% | 1476 |
|
|
2016
Q2 | $4.73M | Buy |
385,152
+21,548
| +6% | +$265K | 0.01% | 1448 |
|
|
2016
Q1 | $5.76M | Buy |
363,604
+193,812
| +114% | +$3.07M | 0.01% | 1324 |
|
|
2015
Q4 | $2.54M | Buy |
169,792
+3,635
| +2% | +$54.4K | ﹤0.01% | 1582 |
|
|
2015
Q3 | $4.03M | Buy |
166,157
+6,724
| +4% | +$163K | 0.01% | 1436 |
|
|
2015
Q2 | $4.52M | Buy |
159,433
+6,439
| +4% | +$183K | 0.01% | 1446 |
|
|
2015
Q1 | $4.2M | Buy |
152,994
+8,480
| +6% | +$233K | 0.01% | 1450 |
|
|
2014
Q4 | $5.25M | Buy |
144,514
+1,858
| +1% | +$67.5K | 0.01% | 1353 |
|
|
2014
Q3 | $4.33M | Buy |
142,656
+6,283
| +5% | +$191K | 0.01% | 1412 |
|
|
2014
Q2 | $3.91M | Sell |
136,373
-1,762
| -1% | -$50.5K | 0.01% | 1505 |
|
|
2014
Q1 | $3.68M | Buy |
138,135
+2,732
| +2% | +$72.7K | 0.01% | 1507 |
|
|
2013
Q4 | $4.52M | Buy |
135,403
+793
| +0.6% | +$26.4K | 0.01% | 1403 |
|
|
2013
Q3 | $5.13M | Sell |
134,610
-6,967
| -5% | -$265K | 0.01% | 1259 |
|
|
2013
Q2 | $5.32M | Buy |
+141,577
| New | +$5.32M | 0.01% | 1158 |
|