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