Steward Partners Investment Advisory’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 | $39.5K | Sell |
1,574
-3,071
| -66% | -$77.1K | ﹤0.01% | 2594 |
|
|
2025
Q1 | $111K | Buy |
4,645
+1
| +0% | +$24 | ﹤0.01% | 1955 |
|
|
2024
Q4 | $135K | Sell |
4,644
-111,314
| -96% | -$3.25M | ﹤0.01% | 1821 |
|
|
2024
Q3 | $3.71M | Buy |
115,958
+18,166
| +19% | +$581K | 0.03% | 451 |
|
|
2024
Q2 | $3M | Buy |
97,792
+95,766
| +4,727% | +$2.94M | 0.03% | 475 |
|
|
2024
Q1 | $71.3K | Buy |
2,026
+434
| +27% | +$15.3K | ﹤0.01% | 1930 |
|
|
2023
Q4 | $54.1K | Sell |
1,592
-67
| -4% | -$2.28K | ﹤0.01% | 1950 |
|
|
2023
Q3 | $48.9K | Hold |
1,659
| – | – | ﹤0.01% | 1923 |
|
|
2023
Q2 | $51.6K | Sell |
1,659
-2,937
| -64% | -$91.4K | ﹤0.01% | 1865 |
|
|
2023
Q1 | $113K | Sell |
4,596
-649
| -12% | -$15.9K | ﹤0.01% | 1535 |
|
|
2022
Q4 | $118K | Sell |
5,245
-29
| -0.5% | -$654 | ﹤0.01% | 1481 |
|
|
2022
Q3 | $92K | Buy |
5,274
+1,425
| +37% | +$24.9K | ﹤0.01% | 1531 |
|
|
2022
Q2 | $75K | Buy |
3,849
+294
| +8% | +$5.73K | ﹤0.01% | 1615 |
|
|
2022
Q1 | $90K | Buy |
3,555
+3,095
| +673% | +$78.4K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $22K | Buy |
460
+151
| +49% | +$7.22K | ﹤0.01% | 2285 |
|
|
2021
Q3 | $17K | Buy |
309
+204
| +194% | +$11.2K | ﹤0.01% | 2401 |
|
|
2021
Q2 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 6451 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3506 |
|
|
2018
Q4 | – | Sell |
-1,800
| Closed | -$26K | – | 2092 |
|
|
2018
Q3 | $26K | Sell |
1,800
-1,000
| -36% | -$14.4K | ﹤0.01% | 1454 |
|
|
2018
Q2 | $41K | Buy |
2,800
+1,300
| +87% | +$19K | ﹤0.01% | 1184 |
|
|
2018
Q1 | $12K | Buy |
+1,500
| New | +$12K | ﹤0.01% | 1528 |
|