Raymond James Financial Services Advisors’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 | $1.45M | Sell |
45,356
-23,818
| -34% | -$762K | ﹤0.01% | 1913 |
|
|
2024
Q2 | $2.12M | Sell |
69,174
-8,645
| -11% | -$265K | ﹤0.01% | 1631 |
|
|
2024
Q1 | $2.74M | Buy |
77,819
+12,236
| +19% | +$431K | ﹤0.01% | 1479 |
|
|
2023
Q4 | $2.23M | Sell |
65,583
-10,861
| -14% | -$369K | ﹤0.01% | 1516 |
|
|
2023
Q3 | $2.25M | Sell |
76,444
-2,141
| -3% | -$63.1K | ﹤0.01% | 1439 |
|
|
2023
Q2 | $2.45M | Sell |
78,585
-8,473
| -10% | -$264K | ﹤0.01% | 1400 |
|
|
2023
Q1 | $2.13M | Sell |
87,058
-15,165
| -15% | -$372K | ﹤0.01% | 1453 |
|
|
2022
Q4 | $2.31M | Sell |
102,223
-7,588
| -7% | -$171K | ﹤0.01% | 1360 |
|
|
2022
Q3 | $1.92M | Buy |
109,811
+26,368
| +32% | +$462K | ﹤0.01% | 1439 |
|
|
2022
Q2 | $1.62M | Sell |
83,443
-14,916
| -15% | -$290K | ﹤0.01% | 1559 |
|
|
2022
Q1 | $2.48M | Buy |
98,359
+37,074
| +60% | +$934K | ﹤0.01% | 1370 |
|
|
2021
Q4 | $2.94M | Buy |
61,285
+6,365
| +12% | +$306K | 0.01% | 1299 |
|
|
2021
Q3 | $3.09M | Buy |
54,920
+23,013
| +72% | +$1.29M | 0.01% | 1234 |
|
|
2021
Q2 | $1.69M | Sell |
31,907
-3,386
| -10% | -$180K | ﹤0.01% | 1583 |
|
|
2021
Q1 | $2.04M | Sell |
35,293
-6,442
| -15% | -$371K | ﹤0.01% | 1397 |
|
|
2020
Q4 | $1.6M | Buy |
41,735
+6,107
| +17% | +$234K | ﹤0.01% | 1430 |
|
|
2020
Q3 | $1.07M | Buy |
35,628
+431
| +1% | +$12.9K | ﹤0.01% | 1516 |
|
|
2020
Q2 | $979K | Sell |
35,197
-4,257
| -11% | -$118K | ﹤0.01% | 1497 |
|
|
2020
Q1 | $558K | Buy |
39,454
+16,950
| +75% | +$240K | ﹤0.01% | 1479 |
|
|
2019
Q4 | $649K | Sell |
22,504
-4,328
| -16% | -$125K | ﹤0.01% | 1806 |
|
|
2019
Q3 | $692K | Buy |
26,832
+863
| +3% | +$22.3K | ﹤0.01% | 1700 |
|
|
2019
Q2 | $692K | Buy |
25,969
+7,674
| +42% | +$204K | ﹤0.01% | 1713 |
|
|
2019
Q1 | $382K | Buy |
18,295
+5,890
| +47% | +$123K | ﹤0.01% | 2066 |
|
|
2018
Q4 | $201K | Sell |
12,405
-1,967
| -14% | -$31.9K | ﹤0.01% | 2260 |
|
|
2018
Q3 | $207K | Sell |
14,372
-6,038
| -30% | -$87K | ﹤0.01% | 2512 |
|
|
2018
Q2 | $300K | Sell |
20,410
-22,175
| -52% | -$326K | ﹤0.01% | 2229 |
|
|
2018
Q1 | $368K | Sell |
42,585
-7,596
| -15% | -$65.6K | ﹤0.01% | 1920 |
|
|
2017
Q4 | $557K | Buy |
50,181
+37,690
| +302% | +$418K | ﹤0.01% | 1650 |
|
|
2017
Q3 | $143K | Buy |
12,491
+2,225
| +22% | +$25.5K | ﹤0.01% | 2345 |
|
|
2017
Q2 | $120K | Buy |
+10,266
| New | +$120K | ﹤0.01% | 2316 |
|
|
2016
Q4 | – | Sell |
-32,836
| Closed | -$415K | – | 2389 |
|
|
2016
Q3 | $415K | Sell |
32,836
-35,229
| -52% | -$445K | ﹤0.01% | 1591 |
|
|
2016
Q2 | $836K | Buy |
68,065
+46,504
| +216% | +$571K | 0.01% | 1132 |
|
|
2016
Q1 | $342K | Buy |
+21,561
| New | +$342K | ﹤0.01% | 1462 |
|