WBI Investments’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 | $263K | Buy |
10,479
+1,515
| +17% | +$38K | 0.07% | 220 |
|
|
2025
Q1 | $215K | Buy |
+8,964
| New | +$215K | 0.06% | 212 |
|
|
2023
Q4 | – | Sell |
-10,718
| Closed | -$316K | – | 233 |
|
|
2023
Q3 | $316K | Sell |
10,718
-13,021
| -55% | -$383K | 0.06% | 164 |
|
|
2023
Q2 | $739K | Buy |
23,739
+13,090
| +123% | +$407K | 0.13% | 134 |
|
|
2023
Q1 | $261K | Sell |
10,649
-7,322
| -41% | -$179K | 0.05% | 172 |
|
|
2022
Q4 | $405K | Sell |
17,971
-5,958
| -25% | -$134K | 0.09% | 134 |
|
|
2022
Q3 | $418K | Buy |
23,929
+1,311
| +6% | +$22.9K | 0.12% | 88 |
|
|
2022
Q2 | $439K | Buy |
+22,618
| New | +$439K | 0.09% | 91 |
|
|
2020
Q1 | – | Sell |
-104,454
| Closed | -$3.01M | – | 200 |
|
|
2019
Q4 | $3.01M | Buy |
+104,454
| New | +$3.01M | 0.32% | 69 |
|