Segall Bryant & Hamill’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-86,887	Closed	-$1.53M	–	643
2025 Q4	$1.53M	Hold	86,887	–	–	0.02%	469
2025 Q3	$2.05M	Sell	86,887 -425	-0.5%	-$10.5K	0.03%	425
2025 Q2	$2.19M	Sell	87,312 -8,215	-9%	-$192K	0.03%	419
2025 Q1	$2.29M	Sell	95,527 -2,368	-2%	-$65K	0.04%	409
2024 Q4	$2.86M	Sell	97,895 -4,916	-5%	-$153K	0.04%	399
2024 Q3	$3.29M	Buy	102,811 +1,711	+2%	+$55K	0.04%	385
2024 Q2	$3.1M	Buy	+101,100	New	+$3.23M	0.06%	341
2016 Q2	–	Sell	-147,603	Closed	-$2.34M	–	561
2016 Q1	$2.34M	Buy	147,603 +12,378	+9%	+$165K	0.06%	284
2015 Q4	$2.02M	Sell	135,225 -31,560	-19%	-$603K	0.05%	291
2015 Q3	$4.04M	Buy	166,785 +15,905	+11%	+$427K	0.1%	235
2015 Q2	$4.28M	Buy	+150,880	New	+$4.53M	0.1%	239