Zurich Cantonal Bank’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 | $392K | Hold |
15,612
| – | – | ﹤0.01% | 1802 |
|
|
2025
Q1 | $374K | Buy |
15,612
+3,560
| +30% | +$85.3K | ﹤0.01% | 1774 |
|
|
2024
Q4 | $352K | Buy |
12,052
+1,378
| +13% | +$40.2K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $341K | Hold |
10,674
| – | – | ﹤0.01% | 1799 |
|
|
2024
Q2 | $328K | Buy |
10,674
+2,664
| +33% | +$81.8K | ﹤0.01% | 1775 |
|
|
2024
Q1 | $282K | Sell |
8,010
-3,529
| -31% | -$124K | ﹤0.01% | 1853 |
|
|
2023
Q4 | $392K | Buy |
11,539
+1,644
| +17% | +$55.8K | ﹤0.01% | 1672 |
|
|
2023
Q3 | $291K | Buy |
9,895
+213
| +2% | +$6.27K | ﹤0.01% | 1722 |
|
|
2023
Q2 | $301K | Hold |
9,682
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q1 | $237K | Hold |
9,682
| – | – | ﹤0.01% | 1767 |
|
|
2022
Q4 | $218K | Buy |
9,682
+2,068
| +27% | +$46.6K | ﹤0.01% | 1768 |
|
|
2022
Q3 | $133K | Hold |
7,614
| – | – | ﹤0.01% | 2006 |
|
|
2022
Q2 | $148K | Hold |
7,614
| – | – | ﹤0.01% | 1977 |
|
|
2022
Q1 | $192K | Hold |
7,614
| – | – | ﹤0.01% | 1912 |
|
|
2021
Q4 | $366K | Buy |
7,614
+2,684
| +54% | +$129K | ﹤0.01% | 1677 |
|
|
2021
Q3 | $277K | Hold |
4,930
| – | – | ﹤0.01% | 1704 |
|
|
2021
Q2 | $262K | Sell |
4,930
-2,493
| -34% | -$132K | ﹤0.01% | 1635 |
|
|
2021
Q1 | $428K | Sell |
7,423
-914
| -11% | -$52.7K | ﹤0.01% | 1330 |
|
|
2020
Q4 | $319K | Buy |
8,337
+1,396
| +20% | +$53.4K | ﹤0.01% | 1558 |
|
|
2020
Q3 | $207K | Buy |
6,941
+2,331
| +51% | +$69.5K | ﹤0.01% | 1562 |
|
|
2020
Q2 | $128K | Sell |
4,610
-4,220
| -48% | -$117K | ﹤0.01% | 1818 |
|
|
2020
Q1 | $125K | Hold |
8,830
| – | – | ﹤0.01% | 1482 |
|
|
2019
Q4 | $255K | Hold |
8,830
| – | – | ﹤0.01% | 1205 |
|
|
2019
Q3 | $228K | Hold |
8,830
| – | – | ﹤0.01% | 1183 |
|
|
2019
Q2 | $235K | Buy |
8,830
+1,642
| +23% | +$43.7K | ﹤0.01% | 1159 |
|
|
2019
Q1 | $150K | Buy |
7,188
+5,534
| +335% | +$115K | ﹤0.01% | 1329 |
|
|
2018
Q4 | $27K | Hold |
1,654
| – | – | ﹤0.01% | 2350 |
|
|
2018
Q3 | $24K | Hold |
1,654
| – | – | ﹤0.01% | 2444 |
|
|
2018
Q2 | $24K | Hold |
1,654
| – | – | ﹤0.01% | 2391 |
|
|
2018
Q1 | $14K | Sell |
1,654
-6
| -0.4% | -$51 | ﹤0.01% | 2468 |
|
|
2017
Q4 | $18K | Hold |
1,660
| – | – | ﹤0.01% | 2435 |
|
|
2017
Q3 | $19K | Buy |
1,660
+6
| +0.4% | +$69 | ﹤0.01% | 2278 |
|
|
2017
Q2 | $19K | Sell |
1,654
-6
| -0.4% | -$69 | ﹤0.01% | 2271 |
|
|
2017
Q1 | $15K | Hold |
1,660
| – | – | ﹤0.01% | 2399 |
|
|
2016
Q4 | $19K | Hold |
1,660
| – | – | ﹤0.01% | 2293 |
|
|
2016
Q3 | $21K | Buy |
1,660
+492
| +42% | +$6.22K | ﹤0.01% | 2219 |
|
|
2016
Q2 | $14K | Hold |
1,168
| – | – | ﹤0.01% | 2262 |
|
|
2016
Q1 | $19K | Hold |
1,168
| – | – | ﹤0.01% | 2101 |
|
|
2015
Q4 | $17K | Buy |
1,168
+628
| +116% | +$9.14K | ﹤0.01% | 2186 |
|
|
2015
Q3 | $13K | Buy |
540
+354
| +190% | +$8.52K | ﹤0.01% | 1752 |
|
|
2015
Q2 | $5K | Hold |
186
| – | – | ﹤0.01% | 1957 |
|
|
2015
Q1 | $5K | Buy |
+186
| New | +$5K | ﹤0.01% | 1939 |
|