Summit Securities Group’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,100
| Closed | -$139K | – | 724 |
|
|
2023
Q4 | $139K | Buy |
+4,100
| New | +$139K | 0.01% | 144 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 1094 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1128 |
|
|
2022
Q1 | – | Sell |
-8,900
| Closed | -$428K | – | 943 |
|
|
2021
Q4 | $428K | Buy |
8,900
+2,500
| +39% | +$120K | 0.02% | 244 |
|
|
2021
Q3 | $360K | Buy |
+6,400
| New | +$360K | 0.03% | 222 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 216 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 214 |
|