Rothschild Investment LLC’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 | $1.63K | Sell |
65
-75
| -54% | -$1.88K | ﹤0.01% | 2195 |
|
|
2025
Q1 | $3.35K | Buy |
140
+90
| +180% | +$2.16K | ﹤0.01% | 1628 |
|
|
2024
Q4 | $1.46K | Sell |
50
-15
| -23% | -$438 | ﹤0.01% | 1992 |
|
|
2024
Q3 | $2.08K | Buy |
65
+40
| +160% | +$1.28K | ﹤0.01% | 1705 |
|
|
2024
Q2 | $768 | Buy |
25
+20
| +400% | +$614 | ﹤0.01% | 1802 |
|
|
2024
Q1 | $176 | Buy |
+5
| New | +$176 | ﹤0.01% | 1810 |
|