Secure Asset Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-56,832
| Closed | -$1.66M | – | 353 |
|
|
2024
Q4 | $1.66M | Buy |
56,832
+6,456
| +13% | +$188K | 0.25% | 93 |
|
|
2024
Q3 | $1.61M | Buy |
50,376
+9,264
| +23% | +$296K | 0.27% | 94 |
|
|
2024
Q2 | $1.26M | Buy |
41,112
+1,821
| +5% | +$55.9K | 0.24% | 104 |
|
|
2024
Q1 | $1.38M | Buy |
39,291
+1,589
| +4% | +$55.9K | 0.33% | 82 |
|
|
2023
Q4 | $1.28M | Buy |
37,702
+457
| +1% | +$15.5K | 0.34% | 71 |
|
|
2023
Q3 | $1.1M | Sell |
37,245
-28,008
| -43% | -$825K | 0.33% | 80 |
|
|
2023
Q2 | $2.03M | Buy |
65,253
+2,174
| +3% | +$67.7K | 0.62% | 42 |
|
|
2023
Q1 | $1.55M | Sell |
63,079
-2,729
| -4% | -$66.9K | 0.52% | 60 |
|
|
2022
Q4 | $1.48M | Buy |
65,808
+46,146
| +235% | +$1.04M | 0.53% | 58 |
|
|
2022
Q3 | $344K | Buy |
19,662
+4,102
| +26% | +$71.8K | 0.19% | 100 |
|
|
2022
Q2 | $303K | Buy |
+15,560
| New | +$303K | 0.17% | 115 |
|