TD Private Client 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 | $32.9K | Hold |
1,311
| – | – | ﹤0.01% | 910 |
|
|
2025
Q1 | $31.4K | Buy |
1,311
+491
| +60% | +$11.8K | ﹤0.01% | 880 |
|
|
2024
Q4 | $23.9K | Buy |
820
+74
| +10% | +$2.16K | ﹤0.01% | 951 |
|
|
2024
Q3 | $23.9K | Hold |
746
| – | – | ﹤0.01% | 945 |
|
|
2024
Q2 | $22.9K | Hold |
746
| – | – | ﹤0.01% | 932 |
|
|
2024
Q1 | $26.3K | Buy |
746
+248
| +50% | +$8.73K | ﹤0.01% | 910 |
|
|
2023
Q4 | $16.9K | Hold |
498
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $14.7K | Hold |
498
| – | – | ﹤0.01% | 977 |
|
|
2023
Q2 | $15.5K | Hold |
498
| – | – | ﹤0.01% | 985 |
|
|
2023
Q1 | $12.2K | Sell |
498
-174
| -26% | -$4.27K | ﹤0.01% | 1002 |
|
|
2022
Q4 | $15.2K | Hold |
672
| – | – | ﹤0.01% | 951 |
|
|
2022
Q3 | $11.8K | Hold |
672
| – | – | ﹤0.01% | 977 |
|
|
2022
Q2 | $13.1K | Sell |
672
-620
| -48% | -$12.1K | ﹤0.01% | 978 |
|
|
2022
Q1 | $32.5K | Buy |
+1,292
| New | +$32.5K | ﹤0.01% | 854 |
|