Y-Intercept (HK)’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 | $1.06M | Buy |
+42,107
| New | +$1.06M | 0.03% | 909 |
|
|
2025
Q1 | – | Sell |
-28,577
| Closed | -$834K | – | 1626 |
|
|
2024
Q4 | $834K | Sell |
28,577
-5,285
| -16% | -$154K | 0.06% | 502 |
|
|
2024
Q3 | $1.08M | Buy |
33,862
+8,360
| +33% | +$267K | 0.07% | 410 |
|
|
2024
Q2 | $783K | Buy |
25,502
+2,934
| +13% | +$90.1K | 0.04% | 608 |
|
|
2024
Q1 | $795K | Buy |
22,568
+11,564
| +105% | +$407K | 0.06% | 481 |
|
|
2023
Q4 | $374K | Buy |
+11,004
| New | +$374K | 0.03% | 738 |
|
|
2023
Q1 | – | Sell |
-21,899
| Closed | -$494K | – | 1554 |
|
|
2022
Q4 | $494K | Buy |
+21,899
| New | +$494K | 0.07% | 438 |
|
|
2022
Q3 | – | Sell |
-21,755
| Closed | -$423K | – | 1284 |
|
|
2022
Q2 | $423K | Buy |
21,755
+2,456
| +13% | +$47.8K | 0.06% | 477 |
|
|
2022
Q1 | $486K | Buy |
+19,299
| New | +$486K | 0.11% | 275 |
|
|
2021
Q1 | – | Sell |
-5,995
| Closed | -$230K | – | 813 |
|
|
2020
Q4 | $230K | Buy |
+5,995
| New | +$230K | 0.1% | 411 |
|