Raymond James Financial’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	$3.96M	Buy	157,605 +3,967	+3%	+$99.6K	﹤0.01%	2534
2025 Q1	$3.68M	Buy	153,638 +19,179	+14%	+$460K	﹤0.01%	2530
2024 Q4	$3.92M	Buy	+134,459	New	+$3.92M	﹤0.01%	2468