Wakefield Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,850
| Closed | -$795K | – | 175 |
|
|
2024
Q3 | $795K | Sell |
24,850
-252
| -1% | -$8.06K | 0.26% | 112 |
|
|
2024
Q2 | $771K | Sell |
25,102
-296
| -1% | -$9.09K | 0.27% | 114 |
|
|
2024
Q1 | $894K | Buy |
25,398
+157
| +0.6% | +$5.53K | 0.31% | 106 |
|
|
2023
Q4 | $858K | Buy |
25,241
+2,482
| +11% | +$84.4K | 0.32% | 100 |
|
|
2023
Q3 | $670K | Sell |
22,759
-977
| -4% | -$28.8K | 0.3% | 96 |
|
|
2023
Q2 | $739K | Buy |
+23,736
| New | +$739K | 0.29% | 100 |
|
|
2021
Q4 | – | Sell |
-13,306
| Closed | -$748K | – | 180 |
|
|
2021
Q3 | $748K | Sell |
13,306
-372
| -3% | -$20.9K | 0.28% | 105 |
|
|
2021
Q2 | $726K | Buy |
13,678
+86
| +0.6% | +$4.57K | 0.28% | 116 |
|
|
2021
Q1 | $784K | Sell |
13,592
-4,902
| -27% | -$283K | 0.31% | 101 |
|
|
2020
Q4 | $708K | Sell |
18,494
-67
| -0.4% | -$2.57K | 0.3% | 93 |
|
|
2020
Q3 | $555K | Buy |
+18,561
| New | +$555K | 0.26% | 106 |
|