Royal Bank of Canada’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
$502K Buy
20,009
+15,747
+369% +$395K ﹤0.01% 4139
2025
Q1
$102K Buy
4,262
+1,909
+81% +$45.7K ﹤0.01% 4853
2024
Q4
$69K Sell
2,353
-5,936
-72% -$174K ﹤0.01% 5060
2024
Q3
$265K Buy
8,289
+1,384
+20% +$44.2K ﹤0.01% 4168
2024
Q2
$212K Buy
6,905
+5,533
+403% +$170K ﹤0.01% 4346
2024
Q1
$48K Sell
1,372
-14,343
-91% -$502K ﹤0.01% 5122
2023
Q4
$534K Sell
15,715
-30,960
-66% -$1.05M ﹤0.01% 3704
2023
Q3
$1.38M Buy
46,675
+42,527
+1,025% +$1.25M ﹤0.01% 2757
2023
Q2
$129K Sell
4,148
-2,364
-36% -$73.5K ﹤0.01% 4691
2023
Q1
$159K Sell
6,512
-5,082
-44% -$124K ﹤0.01% 4446
2022
Q4
$261K Sell
11,594
-25,970
-69% -$585K ﹤0.01% 4196
2022
Q3
$658K Sell
37,564
-22,560
-38% -$395K ﹤0.01% 3347
2022
Q2
$1.17M Sell
60,124
-5,369
-8% -$104K ﹤0.01% 2964
2022
Q1
$1.65M Sell
65,493
-2,741
-4% -$69.1K ﹤0.01% 2827
2021
Q4
$3.28M Buy
68,234
+761
+1% +$36.6K ﹤0.01% 2333
2021
Q3
$3.79M Buy
67,473
+2,549
+4% +$143K ﹤0.01% 2196
2021
Q2
$3.45M Sell
64,924
-3,863
-6% -$205K ﹤0.01% 2279
2021
Q1
$3.97M Buy
68,787
+18,976
+38% +$1.09M ﹤0.01% 2123
2020
Q4
$1.91M Sell
49,811
-7,272
-13% -$278K ﹤0.01% 2551
2020
Q3
$1.71M Sell
57,083
-14,168
-20% -$423K ﹤0.01% 2454
2020
Q2
$1.98M Sell
71,251
-28,660
-29% -$797K ﹤0.01% 2286
2020
Q1
$1.41M Buy
99,911
+27,592
+38% +$390K ﹤0.01% 2392
2019
Q4
$2.09M Buy
72,319
+36,783
+104% +$1.06M ﹤0.01% 2374
2019
Q3
$917K Buy
35,536
+29,698
+509% +$766K ﹤0.01% 2894
2019
Q2
$155K Sell
5,838
-273
-4% -$7.25K ﹤0.01% 4062
2019
Q1
$128K Buy
6,111
+5,333
+685% +$112K ﹤0.01% 4041
2018
Q4
$13K Sell
778
-573,804
-100% -$9.59M ﹤0.01% 5015
2018
Q3
$8.26M Buy
574,582
+573,621
+59,690% +$8.25M ﹤0.01% 1455
2018
Q2
$14K Sell
961
-10,562
-92% -$154K ﹤0.01% 5127
2018
Q1
$99K Buy
11,523
+1,102
+11% +$9.47K ﹤0.01% 4107
2017
Q4
$116K Sell
10,421
-3,170
-23% -$35.3K ﹤0.01% 4010
2017
Q3
$156K Buy
13,591
+3,804
+39% +$43.7K ﹤0.01% 3995
2017
Q2
$115K Sell
9,787
-374
-4% -$4.4K ﹤0.01% 3986
2017
Q1
$90K Buy
10,161
+1,335
+15% +$11.8K ﹤0.01% 4171
2016
Q4
$99K Buy
8,826
+1,670
+23% +$18.7K ﹤0.01% 4135
2016
Q3
$90K Sell
7,156
-35,137
-83% -$442K ﹤0.01% 4132
2016
Q2
$519K Buy
42,293
+38,869
+1,135% +$477K ﹤0.01% 3038
2016
Q1
$54K Sell
3,424
-33,517
-91% -$529K ﹤0.01% 4411
2015
Q4
$554K Sell
36,941
-35,147
-49% -$527K ﹤0.01% 3048
2015
Q3
$1.75M Buy
72,088
+15,159
+27% +$368K ﹤0.01% 1973
2015
Q2
$1.61M Buy
56,929
+37,827
+198% +$1.07M ﹤0.01% 2135
2015
Q1
$525K Buy
19,102
+7,334
+62% +$202K ﹤0.01% 3033
2014
Q4
$427K Buy
+11,768
New +$427K ﹤0.01% 3201
2014
Q3
Sell
-100
Closed -$3K 5519
2014
Q2
$3K Sell
100
-3,221
-97% -$96.6K ﹤0.01% 5154
2014
Q1
$89K Sell
3,321
-9,517
-74% -$255K ﹤0.01% 4095
2013
Q4
$428K Sell
12,838
-11,394
-47% -$380K ﹤0.01% 2978
2013
Q3
$924K Buy
24,232
+14,207
+142% +$542K ﹤0.01% 2366
2013
Q2
$376K Buy
+10,025
New +$376K ﹤0.01% 2882