Ritholtz Wealth 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 |
-7,134
| Closed | -$228K | – | 907 |
|
|
2024
Q3 | $228K | Sell |
7,134
-4,310
| -38% | -$138K | 0.01% | 775 |
|
|
2024
Q2 | $351K | Sell |
11,444
-7,321
| -39% | -$225K | 0.01% | 622 |
|
|
2024
Q1 | $661K | Buy |
18,765
+514
| +3% | +$18.1K | 0.02% | 462 |
|
|
2023
Q4 | $620K | Buy |
18,251
+3,870
| +27% | +$131K | 0.02% | 442 |
|
|
2023
Q3 | $424K | Buy |
14,381
+6,811
| +90% | +$201K | 0.02% | 480 |
|
|
2023
Q2 | $236K | Buy |
+7,570
| New | +$236K | 0.01% | 594 |
|
|
2022
Q1 | – | Sell |
-4,593
| Closed | -$221K | – | 597 |
|
|
2021
Q4 | $221K | Sell |
4,593
-73
| -2% | -$3.51K | 0.01% | 475 |
|
|
2021
Q3 | $262K | Sell |
4,666
-45
| -1% | -$2.53K | 0.02% | 403 |
|
|
2021
Q2 | $250K | Sell |
4,711
-76
| -2% | -$4.03K | 0.02% | 411 |
|
|
2021
Q1 | $276K | Sell |
4,787
-940
| -16% | -$54.2K | 0.02% | 329 |
|
|
2020
Q4 | $219K | Sell |
5,727
-1,208
| -17% | -$46.2K | 0.02% | 320 |
|
|
2020
Q3 | $207K | Buy |
+6,935
| New | +$207K | 0.02% | 265 |
|