Truist Financial’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,567
| Closed | -$264K | – | 2663 |
|
|
2022
Q2 | $264K | Sell |
13,567
-254
| -2% | -$4.94K | ﹤0.01% | 2282 |
|
|
2022
Q1 | $348K | Buy |
13,821
+2,685
| +24% | +$67.6K | ﹤0.01% | 2204 |
|
|
2021
Q4 | $535K | Sell |
11,136
-1,991
| -15% | -$95.7K | ﹤0.01% | 1955 |
|
|
2021
Q3 | $738K | Buy |
13,127
+2,829
| +27% | +$159K | ﹤0.01% | 1771 |
|
|
2021
Q2 | $546K | Buy |
10,298
+1,536
| +18% | +$81.4K | ﹤0.01% | 1970 |
|
|
2021
Q1 | $505K | Buy |
+8,762
| New | +$505K | ﹤0.01% | 1946 |
|
|
2020
Q4 | – | Sell |
-16,657
| Closed | -$498K | – | 2601 |
|
|
2020
Q3 | $498K | Sell |
16,657
-3,656
| -18% | -$109K | ﹤0.01% | 1711 |
|
|
2020
Q2 | $565K | Sell |
20,313
-7,773
| -28% | -$216K | ﹤0.01% | 1542 |
|
|
2020
Q1 | $398K | Sell |
28,086
-1,716
| -6% | -$24.3K | ﹤0.01% | 1663 |
|
|
2019
Q4 | $859K | Buy |
+29,802
| New | +$859K | ﹤0.01% | 1506 |
|