Rockefeller Capital Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-108
| Closed | -$2K | – | 3793 |
|
|
2022
Q4 | $2K | Buy |
108
+2
| +2% | +$37 | ﹤0.01% | 3609 |
|
|
2022
Q3 | $1K | Sell |
106
-104
| -50% | -$981 | ﹤0.01% | 3797 |
|
|
2022
Q2 | $4K | Sell |
210
-68
| -24% | -$1.3K | ﹤0.01% | 3578 |
|
|
2022
Q1 | $7K | Buy |
278
+40
| +17% | +$1.01K | ﹤0.01% | 3233 |
|
|
2021
Q4 | $11K | Sell |
238
-1,000
| -81% | -$46.2K | ﹤0.01% | 2945 |
|
|
2021
Q3 | $69K | Sell |
1,238
-768
| -38% | -$42.8K | ﹤0.01% | 1998 |
|
|
2021
Q2 | $106K | Buy |
+2,006
| New | +$106K | ﹤0.01% | 1782 |
|
|
2020
Q3 | – | Sell |
-196
| Closed | -$5K | – | 2805 |
|
|
2020
Q2 | $5K | Buy |
+196
| New | +$5K | ﹤0.01% | 2117 |
|