Simplex Trading’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 | – | Hold |
0
| – | – | – | 4130 |
|
|
2025
Q1 | – | Sell |
-469
| Closed | -$13K | – | 4077 |
|
|
2024
Q4 | $13K | Buy |
+469
| New | +$13K | ﹤0.01% | 1799 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4031 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4086 |
|
|
2024
Q1 | – | Sell |
-2,716
| Closed | -$92K | – | 4077 |
|
|
2023
Q4 | $92K | Buy |
+2,716
| New | +$92K | ﹤0.01% | 1202 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4069 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4097 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4145 |
|
|
2022
Q4 | – | Sell |
-6,686
| Closed | -$117K | – | 4214 |
|
|
2022
Q3 | $117K | Buy |
+6,686
| New | +$117K | ﹤0.01% | 1071 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4266 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4307 |
|
|
2021
Q4 | – | Sell |
-5,593
| Closed | -$303K | – | 4313 |
|
|
2021
Q3 | $303K | Buy |
5,593
+400
| +8% | +$21.7K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $275K | Buy |
5,193
+2,039
| +65% | +$108K | ﹤0.01% | 1170 |
|
|
2021
Q1 | $181K | Sell |
3,154
-18,791
| -86% | -$1.08M | ﹤0.01% | 1149 |
|
|
2020
Q4 | $840K | Buy |
+21,945
| New | +$840K | ﹤0.01% | 478 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3256 |
|
|
2020
Q2 | – | Sell |
-2,671
| Closed | -$37K | – | 3149 |
|
|
2020
Q1 | $37K | Buy |
+2,671
| New | +$37K | ﹤0.01% | 1307 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3019 |
|
|
2019
Q3 | – | Sell |
-7,311
| Closed | -$194K | – | 2984 |
|
|
2019
Q2 | $194K | Sell |
7,311
-11,190
| -60% | -$297K | ﹤0.01% | 687 |
|
|
2019
Q1 | $386K | Buy |
18,501
+18,301
| +9,151% | +$382K | ﹤0.01% | 474 |
|
|
2018
Q4 | $3K | Sell |
200
-24,213
| -99% | -$363K | ﹤0.01% | 1666 |
|
|
2018
Q3 | $351K | Sell |
24,413
-59,460
| -71% | -$855K | ﹤0.01% | 579 |
|
|
2018
Q2 | $1.23M | Buy |
83,873
+67,339
| +407% | +$991K | ﹤0.01% | 246 |
|
|
2018
Q1 | $142K | Buy |
+16,534
| New | +$142K | 0.01% | 771 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2839 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2791 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2817 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2783 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2751 |
|
|
2016
Q3 | – | Sell |
-1,129
| Closed | -$13K | – | 2719 |
|
|
2016
Q2 | $13K | Buy |
+1,129
| New | +$13K | ﹤0.01% | 1254 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2638 |
|
|
2015
Q4 | – | Sell |
-32
| Closed | – | – | 2658 |
|
|
2015
Q3 | $0 | Sell |
32
-3,288
| -99% | – | ﹤0.01% | 2664 |
|
|
2015
Q2 | $94K | Sell |
3,320
-2,991
| -47% | -$84.7K | 0.01% | 702 |
|
|
2015
Q1 | $173K | Buy |
6,311
+5,644
| +846% | +$155K | 0.02% | 468 |
|
|
2014
Q4 | $24K | Buy |
+667
| New | +$24K | ﹤0.01% | 847 |
|