SEI Investments’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 | $1.03M | Buy |
41,124
+21,121
| +106% | +$530K | ﹤0.01% | 1920 |
|
|
2025
Q1 | $479K | Buy |
20,003
+669
| +3% | +$16K | ﹤0.01% | 2159 |
|
|
2024
Q4 | $564K | Buy |
19,334
+12,986
| +205% | +$379K | ﹤0.01% | 2149 |
|
|
2024
Q3 | $203K | Sell |
6,348
-4,742
| -43% | -$152K | ﹤0.01% | 2472 |
|
|
2024
Q2 | $340K | Buy |
11,090
+2,298
| +26% | +$70.5K | ﹤0.01% | 2290 |
|
|
2024
Q1 | $310K | Buy |
+8,792
| New | +$310K | ﹤0.01% | 2296 |
|
|
2023
Q3 | – | Sell |
-15,319
| Closed | -$477K | – | 2698 |
|
|
2023
Q2 | $477K | Sell |
15,319
-5,000
| -25% | -$156K | ﹤0.01% | 2149 |
|
|
2023
Q1 | $498K | Sell |
20,319
-24,396
| -55% | -$598K | ﹤0.01% | 2133 |
|
|
2022
Q4 | $1.01M | Buy |
44,715
+27,315
| +157% | +$616K | ﹤0.01% | 1756 |
|
|
2022
Q3 | $305K | Buy |
17,400
+2,989
| +21% | +$52.4K | ﹤0.01% | 2299 |
|
|
2022
Q2 | $280K | Hold |
14,411
| – | – | ﹤0.01% | 2351 |
|
|
2022
Q1 | $363K | Buy |
14,411
+6,905
| +92% | +$174K | ﹤0.01% | 2236 |
|
|
2021
Q4 | $360K | Sell |
7,506
-38,138
| -84% | -$1.83M | ﹤0.01% | 2267 |
|
|
2021
Q3 | $2.56M | Sell |
45,644
-82,869
| -64% | -$4.65M | 0.01% | 1406 |
|
|
2021
Q2 | $6.82M | Sell |
128,513
-52,987
| -29% | -$2.81M | 0.02% | 921 |
|
|
2021
Q1 | $9.25M | Sell |
181,500
-3,998
| -2% | -$204K | 0.02% | 708 |
|
|
2020
Q4 | $7.1M | Buy |
185,498
+6,940
| +4% | +$266K | 0.02% | 800 |
|
|
2020
Q3 | $5.34M | Buy |
178,558
+60,487
| +51% | +$1.81M | 0.02% | 842 |
|
|
2020
Q2 | $3.28M | Buy |
118,071
+30,542
| +35% | +$849K | 0.01% | 1040 |
|
|
2020
Q1 | $1.24M | Sell |
87,529
-30,683
| -26% | -$434K | ﹤0.01% | 1371 |
|
|
2019
Q4 | $3.41M | Sell |
118,212
-18,096
| -13% | -$522K | 0.01% | 1092 |
|
|
2019
Q3 | $3.52M | Buy |
136,308
+86,142
| +172% | +$2.22M | 0.01% | 1077 |
|
|
2019
Q2 | $1.34M | Buy |
50,166
+17,070
| +52% | +$455K | ﹤0.01% | 1500 |
|
|
2019
Q1 | $696K | Buy |
33,096
+26,583
| +408% | +$559K | ﹤0.01% | 1724 |
|
|
2018
Q4 | $105K | Buy |
+6,513
| New | +$105K | ﹤0.01% | 2189 |
|
|
2016
Q4 | – | Sell |
-2,239
| Closed | -$28K | – | 3053 |
|
|
2016
Q3 | $28K | Buy |
+2,239
| New | +$28K | ﹤0.01% | 2193 |
|
|
2015
Q4 | – | Sell |
-124,700
| Closed | -$3.02M | – | 2699 |
|
|
2015
Q3 | $3.02M | Sell |
124,700
-4,363
| -3% | -$106K | 0.03% | 627 |
|
|
2015
Q2 | $3.66M | Sell |
129,063
-53,449
| -29% | -$1.52M | 0.03% | 561 |
|
|
2015
Q1 | $5.01M | Buy |
182,512
+80,400
| +79% | +$2.21M | 0.04% | 465 |
|
|
2014
Q4 | $3.71M | Buy |
+102,112
| New | +$3.71M | 0.03% | 510 |
|