SG Americas Securities’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 | $472K | Sell |
18,810
-27,986
| -60% | -$702K | ﹤0.01% | 1557 |
|
|
2025
Q1 | $1.12M | Buy |
46,796
+31,693
| +210% | +$759K | ﹤0.01% | 971 |
|
|
2024
Q4 | $441K | Buy |
15,103
+10,663
| +240% | +$311K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $142K | Buy |
+4,440
| New | +$142K | ﹤0.01% | 2479 |
|
|
2024
Q2 | – | Sell |
-3,189
| Closed | -$112K | – | 2851 |
|
|
2024
Q1 | $112K | Buy |
+3,189
| New | +$112K | ﹤0.01% | 2195 |
|
|
2023
Q2 | – | Sell |
-18,818
| Closed | -$461K | – | 2822 |
|
|
2023
Q1 | $461K | Sell |
18,818
-10,786
| -36% | -$264K | 0.01% | 1625 |
|
|
2022
Q4 | $668K | Buy |
+29,604
| New | +$668K | 0.01% | 1141 |
|
|
2022
Q1 | – | Sell |
-69,333
| Closed | -$3.33M | – | 2992 |
|
|
2021
Q4 | $3.33M | Buy |
69,333
+10,446
| +18% | +$502K | 0.02% | 642 |
|
|
2021
Q3 | $3.31M | Buy |
58,887
+54,067
| +1,122% | +$3.04M | 0.02% | 753 |
|
|
2021
Q2 | $256K | Sell |
4,820
-3,370
| -41% | -$179K | ﹤0.01% | 2018 |
|
|
2021
Q1 | $472K | Buy |
8,190
+4,044
| +98% | +$233K | ﹤0.01% | 1874 |
|
|
2020
Q4 | $159K | Sell |
4,146
-6,425
| -61% | -$246K | ﹤0.01% | 2437 |
|
|
2020
Q3 | $316K | Sell |
10,571
-4,215
| -29% | -$126K | ﹤0.01% | 1599 |
|
|
2020
Q2 | $411K | Buy |
14,786
+5,549
| +60% | +$154K | ﹤0.01% | 1935 |
|
|
2020
Q1 | $131K | Buy |
9,237
+3,357
| +57% | +$47.6K | ﹤0.01% | 2367 |
|
|
2019
Q4 | $170K | Buy |
+5,880
| New | +$170K | ﹤0.01% | 2238 |
|
|
2019
Q3 | – | Sell |
-5,124
| Closed | -$136K | – | 2653 |
|
|
2019
Q2 | $136K | Buy |
+5,124
| New | +$136K | ﹤0.01% | 2269 |
|
|
2019
Q1 | – | Sell |
-7,369
| Closed | -$119K | – | 2994 |
|
|
2018
Q4 | $119K | Sell |
7,369
-443,922
| -98% | -$7.17M | ﹤0.01% | 2240 |
|
|
2018
Q3 | $6.49M | Buy |
451,291
+13,022
| +3% | +$187K | 0.05% | 352 |
|
|
2018
Q2 | $6.45M | Buy |
438,269
+405,286
| +1,229% | +$5.97M | 0.06% | 304 |
|
|
2018
Q1 | $285K | Sell |
32,983
-28,224
| -46% | -$244K | ﹤0.01% | 1879 |
|
|
2017
Q4 | $679K | Buy |
61,207
+29,849
| +95% | +$331K | 0.01% | 1416 |
|
|
2017
Q3 | $360K | Buy |
31,358
+17,386
| +124% | +$200K | ﹤0.01% | 1813 |
|
|
2017
Q2 | $164K | Buy |
+13,972
| New | +$164K | ﹤0.01% | 2250 |
|
|
2016
Q4 | – | Sell |
-25,924
| Closed | -$328K | – | 2947 |
|
|
2016
Q3 | $328K | Buy |
25,924
+9,363
| +57% | +$118K | ﹤0.01% | 1855 |
|
|
2016
Q2 | $203K | Sell |
16,561
-4,059
| -20% | -$49.8K | ﹤0.01% | 1820 |
|
|
2016
Q1 | $327K | Buy |
20,620
+3,070
| +17% | +$48.7K | ﹤0.01% | 1737 |
|
|
2015
Q4 | $263K | Buy |
17,550
+12,678
| +260% | +$190K | ﹤0.01% | 1696 |
|
|
2015
Q3 | $118K | Sell |
4,872
-4,019
| -45% | -$97.3K | ﹤0.01% | 1763 |
|
|
2015
Q2 | $252K | Sell |
8,891
-24,748
| -74% | -$701K | ﹤0.01% | 1613 |
|
|
2015
Q1 | $923K | Buy |
33,639
+30,100
| +851% | +$826K | 0.01% | 1066 |
|
|
2014
Q4 | $129K | Sell |
3,539
-6,211
| -64% | -$226K | ﹤0.01% | 2460 |
|
|
2014
Q3 | $296K | Sell |
9,750
-8,991
| -48% | -$273K | ﹤0.01% | 1541 |
|
|
2014
Q2 | $537K | Buy |
+18,741
| New | +$537K | ﹤0.01% | 1504 |
|
|
2014
Q1 | – | Sell |
-5,271
| Closed | -$176K | – | 2319 |
|
|
2013
Q4 | $176K | Sell |
5,271
-40,050
| -88% | -$1.34M | ﹤0.01% | 1845 |
|
|
2013
Q3 | $1.73M | Buy |
45,321
+35,753
| +374% | +$1.36M | 0.01% | 940 |
|
|
2013
Q2 | $359K | Buy |
+9,568
| New | +$359K | ﹤0.01% | 1195 |
|