Shell Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $113K | Sell |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $178K | Sell |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $459K | Sell |
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|
2020
Q4 | $307K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $114K | Sell |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $215K | Buy |
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