SJS Investment Consulting’s Upbound Group UPBD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $151 | Sell |
6
-5
| -45% | -$126 | ﹤0.01% | 1425 |
|
2025
Q1 | $264 | Sell |
11
-1
| -8% | -$24 | ﹤0.01% | 1406 |
|
2024
Q4 | $351 | Sell |
12
-4
| -25% | -$117 | ﹤0.01% | 1357 |
|
2024
Q3 | $512 | Hold |
16
| – | – | ﹤0.01% | 1320 |
|
2024
Q2 | $492 | Hold |
16
| – | – | ﹤0.01% | 1302 |
|
2024
Q1 | $564 | Hold |
16
| – | – | ﹤0.01% | 1245 |
|
2023
Q4 | $544 | Hold |
16
| – | – | ﹤0.01% | 1219 |
|
2023
Q3 | $472 | Hold |
16
| – | – | ﹤0.01% | 1234 |
|
2023
Q2 | $499 | Buy |
16
+2
| +14% | +$62 | ﹤0.01% | 1170 |
|
2023
Q1 | $344 | Buy |
14
+1
| +8% | +$25 | ﹤0.01% | 1254 |
|
2022
Q4 | $293 | Buy |
13
+7
| +117% | +$158 | ﹤0.01% | 1348 |
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1567 |
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1346 |
|