Wells Fargo’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 | $945K | Buy |
37,664
+8,977
| +31% | +$225K | ﹤0.01% | 3385 |
|
|
2025
Q1 | $687K | Sell |
28,687
-176
| -0.6% | -$4.22K | ﹤0.01% | 3467 |
|
|
2024
Q4 | $842K | Buy |
28,863
+7,015
| +32% | +$205K | ﹤0.01% | 3381 |
|
|
2024
Q3 | $699K | Sell |
21,848
-3,580
| -14% | -$115K | ﹤0.01% | 3430 |
|
|
2024
Q2 | $781K | Sell |
25,428
-1,182
| -4% | -$36.3K | ﹤0.01% | 3327 |
|
|
2024
Q1 | $937K | Buy |
26,610
+1,693
| +7% | +$59.6K | ﹤0.01% | 3178 |
|
|
2023
Q4 | $846K | Buy |
24,917
+3,065
| +14% | +$104K | ﹤0.01% | 3217 |
|
|
2023
Q3 | $644K | Sell |
21,852
-15,842
| -42% | -$467K | ﹤0.01% | 3340 |
|
|
2023
Q2 | $1.17M | Buy |
37,694
+6,717
| +22% | +$209K | ﹤0.01% | 3176 |
|
|
2023
Q1 | $759K | Buy |
30,977
+14,634
| +90% | +$359K | ﹤0.01% | 3348 |
|
|
2022
Q4 | $369K | Sell |
16,343
-55,840
| -77% | -$1.26M | ﹤0.01% | 3600 |
|
|
2022
Q3 | $1.27M | Buy |
72,183
+5,310
| +8% | +$93.1K | ﹤0.01% | 2891 |
|
|
2022
Q2 | $1.3M | Sell |
66,873
-30,773
| -32% | -$599K | ﹤0.01% | 2940 |
|
|
2022
Q1 | $2.46M | Sell |
97,646
-21,730
| -18% | -$547K | ﹤0.01% | 2925 |
|
|
2021
Q4 | $5.74M | Buy |
119,376
+4,852
| +4% | +$233K | ﹤0.01% | 2299 |
|
|
2021
Q3 | $6.44M | Sell |
114,524
-43,788
| -28% | -$2.46M | ﹤0.01% | 2489 |
|
|
2021
Q2 | $8.4M | Buy |
158,312
+43,241
| +38% | +$2.29M | ﹤0.01% | 2287 |
|
|
2021
Q1 | $6.64M | Sell |
115,071
-129,586
| -53% | -$7.47M | ﹤0.01% | 2452 |
|
|
2020
Q4 | $9.37M | Sell |
244,657
-5,885
| -2% | -$225K | ﹤0.01% | 2117 |
|
|
2020
Q3 | $7.49M | Buy |
250,542
+88,845
| +55% | +$2.65M | ﹤0.01% | 2105 |
|
|
2020
Q2 | $4.5M | Buy |
161,697
+44,920
| +38% | +$1.25M | ﹤0.01% | 2528 |
|
|
2020
Q1 | $1.65M | Sell |
116,777
-117,977
| -50% | -$1.67M | ﹤0.01% | 3097 |
|
|
2019
Q4 | $6.77M | Buy |
234,754
+127,950
| +120% | +$3.69M | ﹤0.01% | 2292 |
|
|
2019
Q3 | $2.75M | Buy |
106,804
+2,430
| +2% | +$62.7K | ﹤0.01% | 3027 |
|
|
2019
Q2 | $2.78M | Buy |
104,374
+10,209
| +11% | +$272K | ﹤0.01% | 3035 |
|
|
2019
Q1 | $1.97M | Buy |
94,165
+17,968
| +24% | +$375K | ﹤0.01% | 3355 |
|
|
2018
Q4 | $1.23M | Sell |
76,197
-175,297
| -70% | -$2.84M | ﹤0.01% | 3607 |
|
|
2018
Q3 | $3.62M | Buy |
251,494
+188,899
| +302% | +$2.72M | ﹤0.01% | 2895 |
|
|
2018
Q2 | $922K | Sell |
62,595
-17,659
| -22% | -$260K | ﹤0.01% | 3987 |
|
|
2018
Q1 | $693K | Sell |
80,254
-12,036
| -13% | -$104K | ﹤0.01% | 4091 |
|
|
2017
Q4 | $1.02M | Buy |
92,290
+22,687
| +33% | +$252K | ﹤0.01% | 3855 |
|
|
2017
Q3 | $800K | Buy |
69,603
+21,232
| +44% | +$244K | ﹤0.01% | 3930 |
|
|
2017
Q2 | $567K | Sell |
48,371
-120,409
| -71% | -$1.41M | ﹤0.01% | 4047 |
|
|
2017
Q1 | $1.5M | Buy |
168,780
+129,688
| +332% | +$1.15M | ﹤0.01% | 3402 |
|
|
2016
Q4 | $440K | Buy |
39,092
+20,009
| +105% | +$225K | ﹤0.01% | 4164 |
|
|
2016
Q3 | $241K | Sell |
19,083
-493,681
| -96% | -$6.23M | ﹤0.01% | 4212 |
|
|
2016
Q2 | $6.3M | Sell |
512,764
-8,007
| -2% | -$98.3K | ﹤0.01% | 2142 |
|
|
2016
Q1 | $8.25M | Buy |
520,771
+490,008
| +1,593% | +$7.77M | ﹤0.01% | 1952 |
|
|
2015
Q4 | $460K | Buy |
30,763
+6,509
| +27% | +$97.3K | ﹤0.01% | 3867 |
|
|
2015
Q3 | $588K | Sell |
24,254
-965
| -4% | -$23.4K | ﹤0.01% | 3743 |
|
|
2015
Q2 | $715K | Sell |
25,219
-166,300
| -87% | -$4.71M | ﹤0.01% | 3797 |
|
|
2015
Q1 | $5.26M | Sell |
191,519
-4,279
| -2% | -$117K | ﹤0.01% | 2333 |
|
|
2014
Q4 | $7.11M | Buy |
195,798
+964
| +0.5% | +$35K | ﹤0.01% | 2067 |
|
|
2014
Q3 | $5.91M | Sell |
194,834
-51,395
| -21% | -$1.56M | ﹤0.01% | 2173 |
|
|
2014
Q2 | $7.06M | Buy |
246,229
+44,816
| +22% | +$1.29M | ﹤0.01% | 2070 |
|
|
2014
Q1 | $5.36M | Sell |
201,413
-2,011
| -1% | -$53.5K | ﹤0.01% | 2264 |
|
|
2013
Q4 | $6.78M | Sell |
203,424
-5,054
| -2% | -$169K | ﹤0.01% | 2026 |
|
|
2013
Q3 | $7.95M | Sell |
208,478
-6,965
| -3% | -$265K | ﹤0.01% | 1822 |
|
|
2013
Q2 | $8.09M | Buy |
+215,443
| New | +$8.09M | ﹤0.01% | 1740 |
|