SG Americas Securities’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 |
-27,031
| Closed | -$475K | – | 3745 |
|
|
2025
Q4 | $475K | Buy |
27,031
+11,215
| +71% | +$217K | ﹤0.01% | 2529 |
|
|
2025
Q3 | $374K | Sell |
15,816
-2,994
| -16% | -$73.9K | ﹤0.01% | 2336 |
|
|
2025
Q2 | $472K | Sell |
18,810
-27,986
| -60% | -$654K | ﹤0.01% | 1718 |
|
|
2025
Q1 | $1.12M | Buy |
46,796
+31,693
| +210% | +$870K | ﹤0.01% | 1090 |
|
|
2024
Q4 | $441K | Buy |
15,103
+10,663
| +240% | +$331K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $142K | Buy |
+4,440
| New | +$143K | ﹤0.01% | 2786 |
|
|
2024
Q2 | – | Sell |
-3,189
| Closed | -$112K | – | 3335 |
|
|
2024
Q1 | $112K | Buy |
+3,189
| New | +$107K | ﹤0.01% | 2472 |
|
|
2023
Q2 | – | Sell |
-18,818
| Closed | -$461K | – | 3194 |
|
|
2023
Q1 | $461K | Sell |
18,818
-10,786
| -36% | -$278K | 0.01% | 1778 |
|
|
2022
Q4 | $668K | Buy |
+29,604
| New | +$634K | 0.01% | 1288 |
|
|
2022
Q1 | – | Sell |
-69,333
| Closed | -$3.33M | – | 3465 |
|
|
2021
Q4 | $3.33M | Buy |
69,333
+10,446
| +18% | +$522K | 0.02% | 716 |
|
|
2021
Q3 | $3.31M | Buy |
58,887
+54,067
| +1,122% | +$3.18M | 0.02% | 846 |
|
|
2021
Q2 | $256K | Sell |
4,820
-3,370
| -41% | -$196K | ﹤0.01% | 2236 |
|
|
2021
Q1 | $472K | Buy |
8,190
+4,044
| +98% | +$212K | ﹤0.01% | 2059 |
|
|
2020
Q4 | $159K | Sell |
4,146
-6,425
| -61% | -$218K | ﹤0.01% | 2764 |
|
|
2020
Q3 | $316K | Sell |
10,571
-4,215
| -29% | -$125K | ﹤0.01% | 1908 |
|
|
2020
Q2 | $411K | Buy |
14,786
+5,549
| +60% | +$123K | ﹤0.01% | 2265 |
|
|
2020
Q1 | $131K | Buy |
9,237
+3,357
| +57% | +$80.8K | ﹤0.01% | 2797 |
|
|
2019
Q4 | $170K | Buy |
+5,880
| New | +$154K | ﹤0.01% | 2597 |
|
|
2019
Q3 | – | Sell |
-5,124
| Closed | -$136K | – | 3233 |
|
|
2019
Q2 | $136K | Buy |
+5,124
| New | +$122K | ﹤0.01% | 2641 |
|
|
2019
Q1 | – | Sell |
-7,369
| Closed | -$119K | – | 3643 |
|
|
2018
Q4 | $119K | Sell |
7,369
-443,922
| -98% | -$6.45M | ﹤0.01% | 2636 |
|
|
2018
Q3 | $6.49M | Buy |
451,291
+13,022
| +3% | +$191K | 0.05% | 392 |
|
|
2018
Q2 | $6.45M | Buy |
438,269
+405,286
| +1,229% | +$4.39M | 0.06% | 339 |
|
|
2018
Q1 | $285K | Sell |
32,983
-28,224
| -46% | -$271K | ﹤0.01% | 2211 |
|
|
2017
Q4 | $679K | Buy |
61,207
+29,849
| +95% | +$327K | 0.01% | 1643 |
|
|
2017
Q3 | $360K | Buy |
31,358
+17,386
| +124% | +$215K | ﹤0.01% | 2087 |
|
|
2017
Q2 | $164K | Buy |
+13,972
| New | +$158K | ﹤0.01% | 2569 |
|
|
2016
Q4 | – | Sell |
-25,924
| Closed | -$328K | – | 3482 |
|
|
2016
Q3 | $328K | Buy |
25,924
+9,363
| +57% | +$117K | ﹤0.01% | 2094 |
|
|
2016
Q2 | $203K | Sell |
16,561
-4,059
| -20% | -$54.6K | ﹤0.01% | 2110 |
|
|
2016
Q1 | $327K | Buy |
20,620
+3,070
| +17% | +$41K | ﹤0.01% | 1953 |
|
|
2015
Q4 | $263K | Buy |
17,550
+12,678
| +260% | +$242K | ﹤0.01% | 1958 |
|
|
2015
Q3 | $118K | Sell |
4,872
-4,019
| -45% | -$108K | ﹤0.01% | 1763 |
|
|
2015
Q2 | $252K | Sell |
8,891
-24,748
| -74% | -$743K | ﹤0.01% | 1873 |
|
|
2015
Q1 | $923K | Buy |
33,639
+30,100
| +851% | +$917K | 0.01% | 1179 |
|
|
2014
Q4 | $129K | Sell |
3,539
-6,211
| -64% | -$200K | ﹤0.01% | 2752 |
|
|
2014
Q3 | $296K | Sell |
9,750
-8,991
| -48% | -$242K | ﹤0.01% | 1768 |
|
|
2014
Q2 | $537K | Buy |
+18,741
| New | +$530K | ﹤0.01% | 1653 |
|
|
2014
Q1 | – | Sell |
-5,271
| Closed | -$176K | – | 2797 |
|
|
2013
Q4 | $176K | Sell |
5,271
-40,050
| -88% | -$1.39M | ﹤0.01% | 2104 |
|
|
2013
Q3 | $1.73M | Buy |
45,321
+35,753
| +374% | +$1.38M | 0.01% | 1014 |
|
|
2013
Q2 | $359K | Buy |
+9,568
| New | +$347K | ﹤0.01% | 1413 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
