Rothschild Investment LLC’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.63K Sell
2025
Q1
$3.35K Buy
2024
Q4
$1.46K Sell
2024
Q3
$2.08K Buy
2024
Q2
$768 Buy
2024
Q1
$176 Buy