Segall Bryant & Hamill’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 | $2.19M | Sell |
87,312
-8,215
| -9% | -$206K | 0.03% | 419 |
|
|
2025
Q1 | $2.29M | Sell |
95,527
-2,368
| -2% | -$56.7K | 0.04% | 409 |
|
|
2024
Q4 | $2.86M | Sell |
97,895
-4,916
| -5% | -$143K | 0.04% | 399 |
|
|
2024
Q3 | $3.29M | Buy |
102,811
+1,711
| +2% | +$54.7K | 0.04% | 385 |
|
|
2024
Q2 | $3.1M | Buy |
+101,100
| New | +$3.1M | 0.06% | 341 |
|
|
2016
Q2 | – | Sell |
-147,603
| Closed | -$2.34M | – | 561 |
|
|
2016
Q1 | $2.34M | Buy |
147,603
+12,378
| +9% | +$196K | 0.06% | 284 |
|
|
2015
Q4 | $2.02M | Sell |
135,225
-31,560
| -19% | -$472K | 0.05% | 291 |
|
|
2015
Q3 | $4.05M | Buy |
166,785
+15,905
| +11% | +$386K | 0.1% | 235 |
|
|
2015
Q2 | $4.28M | Buy |
+150,880
| New | +$4.28M | 0.1% | 239 |
|