Thrivent Financial for Lutherans’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
$950K Buy
37,843
+326
+0.9% +$8.18K ﹤0.01% 1807
2025
Q1
$899K Sell
37,517
-31,467
-46% -$754K ﹤0.01% 1790
2024
Q4
$2.01M Sell
68,984
-25,145
-27% -$733K ﹤0.01% 1431
2024
Q3
$3.01M Buy
94,129
+1,032
+1% +$33K 0.01% 1184
2024
Q2
$2.86M Sell
93,097
-3,827
-4% -$117K 0.01% 1157
2024
Q1
$3.41M Sell
96,924
-1,048
-1% -$36.9K 0.01% 1062
2023
Q4
$3.33M Sell
97,972
-17,559
-15% -$596K 0.01% 1040
2023
Q3
$3.4M Sell
115,531
-6,164
-5% -$182K 0.01% 973
2023
Q2
$3.79M Buy
121,695
+72,042
+145% +$2.24M 0.01% 975
2023
Q1
$1.22M Sell
49,653
-1,740
-3% -$42.6K ﹤0.01% 1655
2022
Q4
$1.16M Sell
51,393
-3,682
-7% -$83K ﹤0.01% 1634
2022
Q3
$964K Buy
55,075
+2,199
+4% +$38.5K ﹤0.01% 1704
2022
Q2
$1.03M Buy
52,876
+3,640
+7% +$70.8K ﹤0.01% 1695
2022
Q1
$1.24M Buy
49,236
+16
+0% +$403 ﹤0.01% 1690
2021
Q4
$2.37M Buy
49,220
+333
+0.7% +$16K ﹤0.01% 1274
2021
Q3
$2.75M Buy
48,887
+100
+0.2% +$5.62K 0.01% 1163
2021
Q2
$2.59M Buy
48,787
+8,558
+21% +$454K 0.01% 1254
2021
Q1
$2.32M Sell
40,229
-125
-0.3% -$7.21K 0.01% 1329
2020
Q4
$1.55M Buy
40,354
+185
+0.5% +$7.08K ﹤0.01% 1481
2020
Q3
$1.2M Sell
40,169
-345
-0.9% -$10.3K ﹤0.01% 1459
2020
Q2
$1.13M Sell
40,514
-786
-2% -$21.9K ﹤0.01% 1426
2020
Q1
$584K Buy
41,300
+2,062
+5% +$29.2K ﹤0.01% 1627
2019
Q4
$1.13M Buy
39,238
+430
+1% +$12.4K ﹤0.01% 1383
2019
Q3
$1M Buy
38,808
+3,659
+10% +$94.4K ﹤0.01% 1412
2019
Q2
$936K Buy
35,149
+1,201
+4% +$32K ﹤0.01% 1457
2019
Q1
$708K Buy
33,948
+2,971
+10% +$62K ﹤0.01% 1598
2018
Q4
$502K Buy
30,977
+681
+2% +$11K ﹤0.01% 1569
2018
Q3
$436K Sell
30,296
-6,347
-17% -$91.3K ﹤0.01% 1748
2018
Q2
$539K Buy
36,643
+2,195
+6% +$32.3K ﹤0.01% 1644
2018
Q1
$297K Buy
34,448
+1,070
+3% +$9.23K ﹤0.01% 1866
2017
Q4
$370K Buy
33,378
+658
+2% +$7.29K ﹤0.01% 1821
2017
Q3
$376K Buy
32,720
+630
+2% +$7.24K ﹤0.01% 1694
2017
Q2
$376K Buy
32,090
+2,050
+7% +$24K ﹤0.01% 1663
2017
Q1
$266K Buy
30,040
+1,660
+6% +$14.7K ﹤0.01% 1780
2016
Q4
$319K Sell
28,380
-115,610
-80% -$1.3M ﹤0.01% 1701
2016
Q3
$1.82M Buy
143,990
+1,770
+1% +$22.4K 0.01% 904
2016
Q2
$1.75M Buy
142,220
+1,600
+1% +$19.7K 0.01% 919
2016
Q1
$2.23M Buy
140,620
+17,870
+15% +$283K 0.01% 833
2015
Q4
$1.84M Buy
122,750
+93,150
+315% +$1.39M 0.01% 876
2015
Q3
$718K Buy
+29,600
New +$718K ﹤0.01% 1061