Voloridge Investment Management’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 | – | Sell |
-79,685
| Closed | -$1.91M | – | 1394 |
|
|
2025
Q1 | $1.91M | Sell |
79,685
-68,208
| -46% | -$1.63M | 0.01% | 971 |
|
|
2024
Q4 | $4.31M | Buy |
147,893
+74,565
| +102% | +$2.18M | 0.02% | 813 |
|
|
2024
Q3 | $2.35M | Buy |
+73,328
| New | +$2.35M | 0.01% | 919 |
|
|
2023
Q4 | – | Sell |
-12,120
| Closed | -$357K | – | 1499 |
|
|
2023
Q3 | $357K | Sell |
12,120
-50,337
| -81% | -$1.48M | ﹤0.01% | 1255 |
|
|
2023
Q2 | $1.94M | Sell |
62,457
-62,200
| -50% | -$1.94M | 0.01% | 992 |
|
|
2023
Q1 | $3.06M | Sell |
124,657
-114,258
| -48% | -$2.8M | 0.02% | 841 |
|
|
2022
Q4 | $5.39M | Sell |
238,915
-80,820
| -25% | -$1.82M | 0.03% | 619 |
|
|
2022
Q3 | $5.6M | Sell |
319,735
-192,249
| -38% | -$3.37M | 0.03% | 618 |
|
|
2022
Q2 | $9.96M | Buy |
511,984
+123,086
| +32% | +$2.39M | 0.05% | 440 |
|
|
2022
Q1 | $9.8M | Buy |
+388,898
| New | +$9.8M | 0.06% | 413 |
|
|
2021
Q2 | – | Sell |
-17,885
| Closed | -$1.03M | – | 1795 |
|
|
2021
Q1 | $1.03M | Buy |
+17,885
| New | +$1.03M | 0.01% | 1010 |
|
|
2020
Q4 | – | Sell |
-37,204
| Closed | -$1.11M | – | 1582 |
|
|
2020
Q3 | $1.11M | Buy |
+37,204
| New | +$1.11M | 0.01% | 907 |
|
|
2020
Q2 | – | Sell |
-50,593
| Closed | -$715K | – | 1512 |
|
|
2020
Q1 | $715K | Buy |
50,593
+20,399
| +68% | +$288K | 0.02% | 605 |
|
|
2019
Q4 | $871K | Buy |
30,194
+6,934
| +30% | +$200K | 0.02% | 687 |
|
|
2019
Q3 | $600K | Sell |
23,260
-16,647
| -42% | -$429K | 0.01% | 759 |
|
|
2019
Q2 | $1.06M | Buy |
39,907
+10,545
| +36% | +$281K | 0.03% | 446 |
|
|
2019
Q1 | $613K | Buy |
+29,362
| New | +$613K | 0.02% | 615 |
|