Rafferty Asset Management’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
Q2 | $343K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $898K | Buy |
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|
2021
Q2 | $845K | Buy |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $282K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.35M | Buy |
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|
2019
Q1 | $728K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $179K | Sell |
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|
2018
Q1 | $166K | Sell |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5.38M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $216K | Buy |
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