Raymond James & Associates’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.06M | Sell |
64,363
-7,622
| -11% | -$244K | ﹤0.01% | 2199 |
|
|
2024
Q2 | $2.21M | Sell |
71,985
-3,349
| -4% | -$103K | ﹤0.01% | 2098 |
|
|
2024
Q1 | $2.65M | Buy |
75,334
+731
| +1% | +$25.7K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $2.53M | Buy |
74,603
+17,042
| +30% | +$579K | ﹤0.01% | 1950 |
|
|
2023
Q3 | $1.7M | Sell |
57,561
-1,924
| -3% | -$56.7K | ﹤0.01% | 2109 |
|
|
2023
Q2 | $1.85M | Sell |
59,485
-19,340
| -25% | -$602K | ﹤0.01% | 2092 |
|
|
2023
Q1 | $1.93M | Buy |
78,825
+20,274
| +35% | +$497K | ﹤0.01% | 2049 |
|
|
2022
Q4 | $1.32M | Sell |
58,551
-6,204
| -10% | -$140K | ﹤0.01% | 2268 |
|
|
2022
Q3 | $1.13M | Sell |
64,755
-2,681
| -4% | -$47K | ﹤0.01% | 2310 |
|
|
2022
Q2 | $1.31M | Sell |
67,436
-186,499
| -73% | -$3.63M | ﹤0.01% | 2265 |
|
|
2022
Q1 | $6.4M | Sell |
253,935
-40,394
| -14% | -$1.02M | 0.01% | 1328 |
|
|
2021
Q4 | $14.1M | Buy |
294,329
+7,029
| +2% | +$338K | 0.01% | 916 |
|
|
2021
Q3 | $16.1M | Sell |
287,300
-12,023
| -4% | -$676K | 0.01% | 818 |
|
|
2021
Q2 | $15.9M | Sell |
299,323
-35,328
| -11% | -$1.87M | 0.01% | 827 |
|
|
2021
Q1 | $19.3M | Buy |
334,651
+205,889
| +160% | +$11.9M | 0.02% | 682 |
|
|
2020
Q4 | $4.93M | Buy |
128,762
+55,572
| +76% | +$2.13M | 0.01% | 1349 |
|
|
2020
Q3 | $2.19M | Buy |
73,190
+9,419
| +15% | +$282K | ﹤0.01% | 1705 |
|
|
2020
Q2 | $1.77M | Sell |
63,771
-15,333
| -19% | -$427K | ﹤0.01% | 1801 |
|
|
2020
Q1 | $1.12M | Buy |
79,104
+18,533
| +31% | +$262K | ﹤0.01% | 1905 |
|
|
2019
Q4 | $1.75M | Buy |
60,571
+15,441
| +34% | +$445K | ﹤0.01% | 1904 |
|
|
2019
Q3 | $1.16M | Buy |
45,130
+27,677
| +159% | +$714K | ﹤0.01% | 2107 |
|
|
2019
Q2 | $465K | Buy |
+17,453
| New | +$465K | ﹤0.01% | 2721 |
|
|
2018
Q4 | – | Sell |
-14,209
| Closed | -$204K | – | 3553 |
|
|
2018
Q3 | $204K | Sell |
14,209
-5,166
| -27% | -$74.2K | ﹤0.01% | 3260 |
|
|
2018
Q2 | $285K | Sell |
19,375
-108,661
| -85% | -$1.6M | ﹤0.01% | 3043 |
|
|
2018
Q1 | $1.11M | Buy |
128,036
+34,446
| +37% | +$297K | ﹤0.01% | 2065 |
|
|
2017
Q4 | $1.04M | Buy |
93,590
+50,115
| +115% | +$556K | ﹤0.01% | 2107 |
|
|
2017
Q3 | $499K | Sell |
43,475
-25,785
| -37% | -$296K | ﹤0.01% | 2485 |
|
|
2017
Q2 | $812K | Buy |
+69,260
| New | +$812K | ﹤0.01% | 2159 |
|
|
2017
Q1 | – | Sell |
-21,450
| Closed | -$241K | – | 3209 |
|
|
2016
Q4 | $241K | Sell |
21,450
-100,383
| -82% | -$1.13M | ﹤0.01% | 2762 |
|
|
2016
Q3 | $1.54M | Sell |
121,833
-134
| -0.1% | -$1.69K | ﹤0.01% | 1619 |
|
|
2016
Q2 | $1.5M | Buy |
121,967
+34,614
| +40% | +$425K | ﹤0.01% | 1498 |
|
|
2016
Q1 | $1.39M | Buy |
+87,353
| New | +$1.39M | ﹤0.01% | 1499 |
|