Tower Research Capital (TRC)’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 | $123K | Buy |
4,891
+1,574
| +47% | +$39.5K | ﹤0.01% | 2210 |
|
2025
Q1 | $79.5K | Sell |
3,317
-6,165
| -65% | -$148K | ﹤0.01% | 1901 |
|
2024
Q4 | $277K | Sell |
9,482
-3,999
| -30% | -$117K | 0.01% | 1475 |
|
2024
Q3 | $431K | Buy |
13,481
+5,406
| +67% | +$173K | 0.01% | 968 |
|
2024
Q2 | $248K | Buy |
8,075
+4,365
| +118% | +$134K | ﹤0.01% | 1907 |
|
2024
Q1 | $131K | Sell |
3,710
-6,701
| -64% | -$236K | ﹤0.01% | 1684 |
|
2023
Q4 | $354K | Buy |
10,411
+4,948
| +91% | +$168K | ﹤0.01% | 1657 |
|
2023
Q3 | $161K | Buy |
5,463
+4,311
| +374% | +$127K | 0.01% | 1593 |
|
2023
Q2 | $35.9K | Sell |
1,152
-2,309
| -67% | -$71.9K | ﹤0.01% | 2846 |
|
2023
Q1 | $85K | Sell |
3,461
-12,240
| -78% | -$301K | ﹤0.01% | 2016 |
|
2022
Q4 | $354K | Buy |
15,701
+1,290
| +9% | +$29.1K | 0.01% | 909 |
|
2022
Q3 | $252K | Buy |
14,411
+12,317
| +588% | +$215K | ﹤0.01% | 1697 |
|
2022
Q2 | $41K | Sell |
2,094
-2,322
| -53% | -$45.5K | ﹤0.01% | 3087 |
|
2022
Q1 | $111K | Buy |
4,416
+3,643
| +471% | +$91.6K | ﹤0.01% | 2127 |
|
2021
Q4 | $37K | Sell |
773
-626
| -45% | -$30K | ﹤0.01% | 3035 |
|
2021
Q3 | $79K | Sell |
1,399
-7,492
| -84% | -$423K | ﹤0.01% | 2607 |
|
2021
Q2 | $472K | Buy |
8,891
+1,073
| +14% | +$57K | 0.01% | 1241 |
|
2021
Q1 | $451K | Buy |
7,818
+5,883
| +304% | +$339K | 0.01% | 1322 |
|
2020
Q4 | $74K | Sell |
1,935
-15,146
| -89% | -$579K | ﹤0.01% | 2665 |
|
2020
Q3 | $510K | Buy |
17,081
+11,284
| +195% | +$337K | 0.01% | 1667 |
|
2020
Q2 | $161K | Buy |
+5,797
| New | +$161K | 0.01% | 2006 |
|
2019
Q4 | – | Sell |
-2,722
| Closed | -$70K | – | 4399 |
|
2019
Q3 | $70K | Buy |
2,722
+1,033
| +61% | +$26.6K | ﹤0.01% | 1562 |
|
2019
Q2 | $45K | Buy |
1,689
+942
| +126% | +$25.1K | ﹤0.01% | 1634 |
|
2019
Q1 | $16K | Buy |
+747
| New | +$16K | ﹤0.01% | 2412 |
|
2017
Q4 | – | Sell |
-13,234
| Closed | -$152K | – | 4122 |
|
2017
Q3 | $152K | Sell |
13,234
-2,608
| -16% | -$30K | 0.01% | 981 |
|
2017
Q2 | $185K | Buy |
15,842
+10,061
| +174% | +$117K | 0.02% | 357 |
|
2017
Q1 | $51K | Buy |
5,781
+5,728
| +10,808% | +$50.5K | 0.01% | 727 |
|
2016
Q4 | $1K | Sell |
53
-673
| -93% | -$12.7K | ﹤0.01% | 3666 |
|
2016
Q3 | $9K | Sell |
726
-3,065
| -81% | -$38K | ﹤0.01% | 2164 |
|
2016
Q2 | $46K | Buy |
+3,791
| New | +$46K | ﹤0.01% | 1620 |
|
2016
Q1 | – | Sell |
-829
| Closed | -$12K | – | 4971 |
|
2015
Q4 | $12K | Sell |
829
-1,617
| -66% | -$23.4K | ﹤0.01% | 1921 |
|
2015
Q3 | $59K | Buy |
2,446
+716
| +41% | +$17.3K | 0.01% | 905 |
|
2015
Q2 | $49K | Sell |
1,730
-10,921
| -86% | -$309K | ﹤0.01% | 1385 |
|
2015
Q1 | $347K | Buy |
12,651
+9,628
| +318% | +$264K | 0.04% | 225 |
|
2014
Q4 | $110K | Buy |
3,023
+2,547
| +535% | +$92.7K | 0.01% | 558 |
|
2014
Q3 | $14K | Buy |
+476
| New | +$14K | ﹤0.01% | 2599 |
|
2013
Q4 | – | Sell |
-7,245
| Closed | -$276K | – | 4935 |
|
2013
Q3 | $276K | Buy |
7,245
+7,195
| +14,390% | +$274K | 0.03% | 562 |
|
2013
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3525 |
|