Sterling Capital Management’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 | $24.4K | Buy |
971
+916
| +1,665% | +$23K | ﹤0.01% | 1717 |
|
|
2025
Q1 | $1.32K | Hold |
55
| – | – | ﹤0.01% | 2724 |
|
|
2024
Q4 | $1.6K | Hold |
55
| – | – | ﹤0.01% | 2838 |
|
|
2024
Q3 | $1.76K | Buy |
+55
| New | +$1.76K | ﹤0.01% | 2242 |
|
|
2019
Q3 | $1.62M | Buy |
62,622
+710
| +1% | +$18.3K | 0.02% | 461 |
|
|
2019
Q2 | $1.65M | Hold |
61,912
| – | – | 0.02% | 453 |
|
|
2019
Q1 | $1.29M | Hold |
61,912
| – | – | 0.01% | 495 |
|
|
2018
Q4 | $1M | Buy |
+61,912
| New | +$1M | 0.01% | 535 |
|
|
2016
Q3 | – | Sell |
-44,473
| Closed | -$546K | – | 974 |
|
|
2016
Q2 | $546K | Buy |
+44,473
| New | +$546K | 0.01% | 720 |
|