Russell Investments Group’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
$2.39M Buy
95,161
+79
+0.1% +$1.98K ﹤0.01% 1638
2025
Q1
$2.28M Buy
95,082
+37,010
+64% +$887K ﹤0.01% 1619
2024
Q4
$1.69M Sell
58,072
-29,842
-34% -$870K ﹤0.01% 1753
2024
Q3
$2.81M Buy
87,914
+53,706
+157% +$1.72M ﹤0.01% 1507
2024
Q2
$1.05M Sell
34,208
-435
-1% -$13.4K ﹤0.01% 1956
2024
Q1
$1.22M Buy
34,643
+8,602
+33% +$303K ﹤0.01% 1895
2023
Q4
$885K Sell
26,041
-37,052
-59% -$1.26M ﹤0.01% 2018
2023
Q3
$1.86M Buy
63,093
+34,033
+117% +$1M ﹤0.01% 1587
2023
Q2
$905K Buy
29,060
+3,600
+14% +$112K ﹤0.01% 1980
2023
Q1
$624K Sell
25,460
-212
-0.8% -$5.2K ﹤0.01% 2171
2022
Q4
$579K Hold
25,672
﹤0.01% 2223
2022
Q3
$449K Hold
25,672
﹤0.01% 2288
2022
Q2
$499K Sell
25,672
-13,691
-35% -$266K ﹤0.01% 2271
2022
Q1
$990K Buy
39,363
+14,248
+57% +$358K ﹤0.01% 1971
2021
Q4
$1.21M Hold
25,115
﹤0.01% 2057
2021
Q3
$1.41M Sell
25,115
-132,178
-84% -$7.43M ﹤0.01% 2025
2021
Q2
$8.35M Sell
157,293
-30,013
-16% -$1.59M 0.01% 1032
2021
Q1
$10.8M Sell
187,306
-25,465
-12% -$1.47M 0.02% 895
2020
Q4
$8.15M Sell
212,771
-13,710
-6% -$525K 0.02% 974
2020
Q3
$6.8M Buy
226,481
+18,586
+9% +$558K 0.01% 966
2020
Q2
$5.72M Buy
207,895
+2,794
+1% +$76.9K 0.01% 1023
2020
Q1
$2.93M Buy
205,101
+34,367
+20% +$491K 0.01% 1260
2019
Q4
$4.93M Buy
170,734
+53,666
+46% +$1.55M 0.01% 1222
2019
Q3
$3.01M Buy
117,068
+44,079
+60% +$1.13M 0.01% 1464
2019
Q2
$1.93M Buy
72,989
+19,867
+37% +$525K ﹤0.01% 1687
2019
Q1
$1.11M Buy
53,122
+46,722
+730% +$975K ﹤0.01% 2006
2018
Q4
$104K Buy
+6,400
New +$104K ﹤0.01% 2722
2018
Q1
Sell
-2,900
Closed -$32K 3006
2017
Q4
$32K Sell
2,900
-46,190
-94% -$510K ﹤0.01% 2902
2017
Q3
$563K Buy
49,090
+990
+2% +$11.4K ﹤0.01% 2393
2017
Q2
$564K Sell
48,100
-3,714
-7% -$43.5K ﹤0.01% 2367
2017
Q1
$460K Sell
51,814
-6,257
-11% -$55.5K ﹤0.01% 2460
2016
Q4
$654K Buy
+58,071
New +$654K ﹤0.01% 2368