Rafferty Asset 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 | $343K | Buy |
13,668
+999
| +8% | +$25.1K | ﹤0.01% | 954 |
|
|
2025
Q1 | $304K | Buy |
12,669
+357
| +3% | +$8.55K | ﹤0.01% | 961 |
|
|
2024
Q4 | $359K | Sell |
12,312
-1,553
| -11% | -$45.3K | ﹤0.01% | 988 |
|
|
2024
Q3 | $444K | Buy |
13,865
+645
| +5% | +$20.6K | ﹤0.01% | 965 |
|
|
2024
Q2 | $406K | Buy |
13,220
+421
| +3% | +$12.9K | ﹤0.01% | 1000 |
|
|
2024
Q1 | $451K | Sell |
12,799
-2,007
| -14% | -$70.7K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $503K | Buy |
14,806
+2,014
| +16% | +$68.4K | ﹤0.01% | 980 |
|
|
2023
Q3 | $377K | Sell |
12,792
-1,562
| -11% | -$46K | ﹤0.01% | 986 |
|
|
2023
Q2 | $447K | Sell |
14,354
-3,190
| -18% | -$99.3K | ﹤0.01% | 1002 |
|
|
2023
Q1 | $430K | Buy |
17,544
+1,682
| +11% | +$41.2K | ﹤0.01% | 979 |
|
|
2022
Q4 | $358K | Sell |
15,862
-525
| -3% | -$11.8K | ﹤0.01% | 961 |
|
|
2022
Q3 | $287K | Buy |
16,387
+5,322
| +48% | +$93.2K | ﹤0.01% | 1010 |
|
|
2022
Q2 | $215K | Sell |
11,065
-9,788
| -47% | -$190K | ﹤0.01% | 1032 |
|
|
2022
Q1 | $525K | Buy |
20,853
+1,576
| +8% | +$39.7K | ﹤0.01% | 971 |
|
|
2021
Q4 | $926K | Buy |
19,277
+3,308
| +21% | +$159K | ﹤0.01% | 905 |
|
|
2021
Q3 | $898K | Buy |
15,969
+56
| +0.4% | +$3.15K | 0.01% | 881 |
|
|
2021
Q2 | $845K | Buy |
15,913
+4,527
| +40% | +$240K | 0.01% | 964 |
|
|
2021
Q1 | $657K | Buy |
11,386
+4,126
| +57% | +$238K | ﹤0.01% | 915 |
|
|
2020
Q4 | $278K | Sell |
7,260
-2,012
| -22% | -$77K | ﹤0.01% | 848 |
|
|
2020
Q3 | $277K | Sell |
9,272
-869
| -9% | -$26K | ﹤0.01% | 837 |
|
|
2020
Q2 | $282K | Buy |
+10,141
| New | +$282K | ﹤0.01% | 844 |
|
|
2019
Q3 | – | Sell |
-88,124
| Closed | -$2.35M | – | 847 |
|
|
2019
Q2 | $2.35M | Buy |
88,124
+53,227
| +153% | +$1.42M | 0.04% | 332 |
|
|
2019
Q1 | $728K | Buy |
+34,897
| New | +$728K | 0.01% | 601 |
|
|
2018
Q4 | – | Sell |
-20,342
| Closed | -$293K | – | 714 |
|
|
2018
Q3 | $293K | Buy |
20,342
+8,177
| +67% | +$118K | ﹤0.01% | 619 |
|
|
2018
Q2 | $179K | Sell |
12,165
-7,099
| -37% | -$104K | ﹤0.01% | 633 |
|
|
2018
Q1 | $166K | Sell |
19,264
-7,204
| -27% | -$62.1K | ﹤0.01% | 653 |
|
|
2017
Q4 | $294K | Buy |
+26,468
| New | +$294K | 0.01% | 659 |
|
|
2017
Q3 | – | Sell |
-458,709
| Closed | -$5.38M | – | 640 |
|
|
2017
Q2 | $5.38M | Buy |
+458,709
| New | +$5.38M | 0.15% | 80 |
|
|
2016
Q1 | – | Sell |
-14,374
| Closed | -$216K | – | 573 |
|
|
2015
Q4 | $216K | Buy |
+14,374
| New | +$216K | 0.03% | 505 |
|