Yousif Capital Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Sell	13,855 -261	-2%	-$5.09K	﹤0.01%	1681
2025 Q4	$270K	Sell	14,116 -1,870	-12%	-$36.2K	﹤0.01%	1674
2025 Q3	$378K	Sell	15,986 -3,107	-16%	-$76.7K	﹤0.01%	1546
2025 Q2	$479K	Buy	19,093 +777	+4%	+$18.2K	0.01%	1476
2025 Q1	$439K	Sell	18,316 -99	-0.5%	-$2.72K	0.01%	1493
2024 Q4	$537K	Sell	18,415 -315	-2%	-$9.78K	0.01%	1451
2024 Q3	$599K	Buy	18,730 +656	+4%	+$21.1K	0.01%	1426
2024 Q2	$555K	Sell	18,074 -2,057	-10%	-$65.7K	0.01%	1430
2024 Q1	$709K	Sell	20,131 -2,050	-9%	-$68.5K	0.01%	1357
2023 Q4	$753K	Sell	22,181 -670	-3%	-$20K	0.01%	1360
2023 Q3	$673K	Sell	22,851 -4,026	-15%	-$126K	0.01%	1338
2023 Q2	$837K	Sell	26,877 -1,647	-6%	-$48.1K	0.01%	1243
2023 Q1	$699K	Sell	28,524 -1,960	-6%	-$50.5K	0.01%	1328
2022 Q4	$687K	Sell	30,484 -11,105	-27%	-$238K	0.01%	1360
2022 Q3	$728K	Sell	41,589 -1,272	-3%	-$31.7K	0.01%	1350
2022 Q2	$834K	Sell	42,861 -9,840	-19%	-$245K	0.01%	1321
2022 Q1	$1.33M	Sell	52,701 -925	-2%	-$33.4K	0.01%	1218
2021 Q4	$2.58M	Buy	+53,626	New	+$2.68M	0.03%	791