State of Wyoming’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 | $199K | Buy |
+7,913
| New | +$199K | 0.02% | 919 |
|
|
2024
Q4 | – | Sell |
-7,418
| Closed | -$237K | – | 1871 |
|
|
2024
Q3 | $237K | Buy |
7,418
+2,286
| +45% | +$73.1K | 0.03% | 591 |
|
|
2024
Q2 | $158K | Buy |
+5,132
| New | +$158K | 0.03% | 751 |
|
|
2024
Q1 | – | Sell |
-2,648
| Closed | -$90K | – | 1831 |
|
|
2023
Q4 | $90K | Sell |
2,648
-3,519
| -57% | -$120K | 0.02% | 1061 |
|
|
2023
Q3 | $182K | Buy |
6,167
+1,870
| +44% | +$55.1K | 0.04% | 522 |
|
|
2023
Q2 | $134K | Buy |
+4,297
| New | +$134K | 0.04% | 636 |
|
|
2022
Q1 | – | Sell |
-1,436
| Closed | -$69K | – | 2029 |
|
|
2021
Q4 | $69K | Buy |
+1,436
| New | +$69K | 0.03% | 911 |
|