SVB Wealth’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 | – | Sell |
-123
| Closed | -$2.95K | – | 1561 |
|
|
2025
Q1 | $2.95K | Buy |
+123
| New | +$2.95K | ﹤0.01% | 1142 |
|
|
2023
Q2 | – | Sell |
-8,530
| Closed | -$209K | – | 1006 |
|
|
2023
Q1 | $209K | Buy |
+8,530
| New | +$209K | ﹤0.01% | 863 |
|
|
2022
Q1 | – | Sell |
-4,248
| Closed | -$204K | – | 843 |
|
|
2021
Q4 | $204K | Sell |
4,248
-649
| -13% | -$31.2K | ﹤0.01% | 703 |
|
|
2021
Q3 | $275K | Sell |
4,897
-223
| -4% | -$12.5K | ﹤0.01% | 816 |
|
|
2021
Q2 | $271K | Sell |
5,120
-120
| -2% | -$6.35K | ﹤0.01% | 801 |
|
|
2021
Q1 | $302K | Buy |
+5,240
| New | +$302K | ﹤0.01% | 684 |
|