Summit Global Investments’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	$1.06M	Buy	+42,138	New	+$1.06M	0.06%	195
2024 Q4	–	Sell	-37,997	Closed	-$1.22M	–	642
2024 Q3	$1.22M	Buy	+37,997	New	+$1.22M	0.08%	212
2020 Q3	–	Sell	-15,000	Closed	-$417K	–	269
2020 Q2	$417K	Buy	+15,000	New	+$417K	0.05%	200