Steven Scruggs UPBD Holdings History
Steven Scruggs's Upbound Group Inc Holding Summary
As of 2025-03-31, FPA Queens Road Small Cap Value Fund held 694,867.00 shares of Upbound Group Inc(UPBD), totaling $16.65 Mil. This investment constitutes 2.27% of their stock portfolio, and FPA Queens Road Small Cap Value Fund now holds 1.21% of the outstanding Upbound Group Inc(UPBD) stock.
The initial trade took place in 2022Q4. And since then Steven Scruggs has made 8 purchases of UPBD, at an average price of $27.48, for a total of 694,867.00 shares. Based on historical transaction data and UPBD's current price of $25.48, Steven Scruggs's estimated gain on his UPBD holdings is $-1.39 Mil, reflecting a -7.28% gain to date.
Steven Scruggs UPBD ($25.48) Holding Chart
Steven Scruggs UPBD ($25.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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