US Bancorp’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.93K | Buy |
384
+82
| +27% | +$1.6K | ﹤0.01% | 3478 |
|
|
2025
Q4 | $5.3K | Sell |
302
-23
| -7% | -$445 | ﹤0.01% | 3509 |
|
|
2025
Q3 | $7.68K | Hold |
325
| – | – | ﹤0.01% | 3404 |
|
|
2025
Q2 | $8.16K | Buy |
325
+23
| +8% | +$537 | ﹤0.01% | 3489 |
|
|
2025
Q1 | $7.24K | Sell |
302
-163
| -35% | -$4.48K | ﹤0.01% | 3543 |
|
|
2024
Q4 | $13.6K | Hold |
465
| – | – | ﹤0.01% | 3303 |
|
|
2024
Q3 | $14.9K | Buy |
465
+163
| +54% | +$5.24K | ﹤0.01% | 3228 |
|
|
2024
Q2 | $9.27K | Sell |
302
-59
| -16% | -$1.89K | ﹤0.01% | 3335 |
|
|
2024
Q1 | $12.7K | Buy |
361
+27
| +8% | +$902 | ﹤0.01% | 3248 |
|
|
2023
Q4 | $11.3K | Sell |
334
-79
| -19% | -$2.35K | ﹤0.01% | 3282 |
|
|
2023
Q3 | $12.2K | Sell |
413
-247
| -37% | -$7.7K | ﹤0.01% | 3093 |
|
|
2023
Q2 | $20.5K | Sell |
660
-312
| -32% | -$9.12K | ﹤0.01% | 2962 |
|
|
2023
Q1 | $23.8K | Hold |
972
| – | – | ﹤0.01% | 2896 |
|
|
2022
Q4 | $21.9K | Sell |
972
-1,503
| -61% | -$32.2K | ﹤0.01% | 2949 |
|
|
2022
Q3 | $43K | Buy |
2,475
+50
| +2% | +$1.25K | ﹤0.01% | 2635 |
|
|
2022
Q2 | $47K | Sell |
2,425
-307
| -11% | -$7.64K | ﹤0.01% | 2625 |
|
|
2022
Q1 | $68K | Sell |
2,732
-22
| -0.8% | -$795 | ﹤0.01% | 2465 |
|
|
2021
Q4 | $132K | Buy |
2,754
+11
| +0.4% | +$550 | ﹤0.01% | 2162 |
|
|
2021
Q3 | $155K | Buy |
2,743
+311
| +13% | +$18.3K | ﹤0.01% | 2064 |
|
|
2021
Q2 | $129K | Buy |
2,432
+1,186
| +95% | +$68.9K | ﹤0.01% | 2173 |
|
|
2021
Q1 | $72K | Hold |
1,246
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q4 | $48K | Hold |
1,246
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q3 | $37K | Sell |
1,246
-324
| -21% | -$9.58K | ﹤0.01% | 2543 |
|
|
2020
Q2 | $44K | Sell |
1,570
-5,678
| -78% | -$126K | ﹤0.01% | 2482 |
|
|
2020
Q1 | $102K | Buy |
7,248
+5,388
| +290% | +$130K | ﹤0.01% | 2014 |
|
|
2019
Q4 | $54K | Buy |
1,860
+1,244
| +202% | +$32.5K | ﹤0.01% | 2443 |
|
|
2019
Q3 | $16K | Buy |
616
+314
| +104% | +$8.24K | ﹤0.01% | 2930 |
|
|
2019
Q2 | $8K | Hold |
302
| – | – | ﹤0.01% | 3171 |
|
|
2019
Q1 | $6K | Hold |
302
| – | – | ﹤0.01% | 3211 |
|
|
2018
Q4 | $5K | Hold |
302
| – | – | ﹤0.01% | 3226 |
|
|
2018
Q3 | $4K | Hold |
302
| – | – | ﹤0.01% | 3380 |
|
|
2018
Q2 | $4K | Sell |
302
-3,652
| -92% | -$39.6K | ﹤0.01% | 3385 |
|
|
2018
Q1 | $35K | Buy |
3,954
+3,652
| +1,209% | +$35.1K | ﹤0.01% | 2764 |
|
|
2017
Q4 | $3K | Hold |
302
| – | – | ﹤0.01% | 3427 |
|
|
2017
Q3 | $3K | Sell |
302
-249
| -45% | -$3.08K | ﹤0.01% | 3375 |
|
|
2017
Q2 | $6K | Hold |
551
| – | – | ﹤0.01% | 3183 |
|
|
2017
Q1 | $5K | Buy |
+551
| New | +$5.01K | ﹤0.01% | 3218 |
|
|
2016
Q4 | – | Sell |
-215
| Closed | -$3K | – | 3641 |
|
|
2016
Q3 | $3K | Buy |
215
+18
| +9% | +$225 | ﹤0.01% | 3296 |
|
|
2016
Q2 | $2K | Sell |
197
-20
| -9% | -$269 | ﹤0.01% | 3408 |
|
|
2016
Q1 | $3K | Sell |
217
-92
| -30% | -$1.23K | ﹤0.01% | 3309 |
|
|
2015
Q4 | $5K | Buy |
309
+90
| +41% | +$1.72K | ﹤0.01% | 3251 |
|
|
2015
Q3 | $5K | Buy |
219
+35
| +19% | +$940 | ﹤0.01% | 3263 |
|
|
2015
Q2 | $5K | Hold |
184
| – | – | ﹤0.01% | 3302 |
|
|
2015
Q1 | $5K | Hold |
184
| – | – | ﹤0.01% | 3299 |
|
|
2014
Q4 | $7K | Sell |
184
-14,700
| -99% | -$473K | ﹤0.01% | 3206 |
|
|
2014
Q3 | $452K | Hold |
14,884
| – | – | ﹤0.01% | 1371 |
|
|
2014
Q2 | $427K | Hold |
14,884
| – | – | ﹤0.01% | 1433 |
|
|
2014
Q1 | $396K | Buy |
14,884
+6,105
| +70% | +$165K | ﹤0.01% | 1446 |
|
|
2013
Q4 | $292K | Buy |
8,779
+95
| +1% | +$3.29K | ﹤0.01% | 1544 |
|
|
2013
Q3 | $331K | Hold |
8,684
| – | – | ﹤0.01% | 1431 |
|
|
2013
Q2 | $326K | Buy |
+8,684
| New | +$315K | ﹤0.01% | 1397 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
