Redwood Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,916
| Closed | -$484K | – | 381 |
|
|
2024
Q3 | $484K | Sell |
14,916
-2,541
| -15% | -$82.5K | 0.04% | 276 |
|
|
2024
Q2 | $554K | Buy |
+17,457
| New | +$554K | 0.05% | 269 |
|
|
2023
Q4 | – | Sell |
-107,975
| Closed | -$3.18M | – | 391 |
|
|
2023
Q3 | $3.18M | Sell |
107,975
-23,520
| -18% | -$693K | 0.28% | 86 |
|
|
2023
Q2 | $4M | Sell |
131,495
-15,248
| -10% | -$464K | 0.41% | 69 |
|
|
2023
Q1 | $3.6M | Buy |
146,743
+18,177
| +14% | +$446K | 0.39% | 58 |
|
|
2022
Q4 | $2.9M | Buy |
+128,566
| New | +$2.9M | 0.38% | 69 |
|