Algert Global’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
57,689
+505
| +0.9% | +$32.7K | 0.08% | 429 |
|
|
2025
Q1 | $2.63M | Buy |
57,184
+6,578
| +13% | +$303K | 0.07% | 517 |
|
|
2024
Q4 | $3.12M | Buy |
50,606
+31,596
| +166% | +$1.95M | 0.07% | 450 |
|
|
2024
Q3 | $761K | Buy |
19,010
+8,194
| +76% | +$328K | 0.02% | 811 |
|
|
2024
Q2 | $255K | Buy |
+10,816
| New | +$255K | 0.01% | 1187 |
|
|
2024
Q1 | – | Sell |
-24,120
| Closed | -$986K | – | 1283 |
|
|
2023
Q4 | $986K | Buy |
24,120
+2,690
| +13% | +$110K | 0.04% | 624 |
|
|
2023
Q3 | $612K | Buy |
+21,430
| New | +$612K | 0.03% | 689 |
|
|
2021
Q4 | – | Sell |
-1,855
| Closed | -$587K | – | 1122 |
|
|
2021
Q3 | $587K | Buy |
+1,855
| New | +$587K | 0.08% | 474 |
|