Amalgamated Bank’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Hold |
2,759
| – | – | ﹤0.01% | 1578 |
|
|
2025
Q1 | $127K | Buy |
2,759
+152
| +6% | +$7K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $161K | Hold |
2,607
| – | – | ﹤0.01% | 1628 |
|
|
2024
Q3 | $104K | Hold |
2,607
| – | – | ﹤0.01% | 1707 |
|
|
2024
Q2 | $61K | Buy |
2,607
+179
| +7% | +$4.19K | ﹤0.01% | 1818 |
|
|
2024
Q1 | $65K | Sell |
2,428
-7,916
| -77% | -$212K | ﹤0.01% | 1808 |
|
|
2023
Q4 | $423K | Sell |
10,344
-722
| -7% | -$29.5K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $316K | Buy |
11,066
+138
| +1% | +$3.94K | ﹤0.01% | 1609 |
|
|
2023
Q2 | $391K | Sell |
10,928
-1,237
| -10% | -$44.3K | ﹤0.01% | 1553 |
|
|
2023
Q1 | $193K | Sell |
12,165
-4,284
| -26% | -$68K | ﹤0.01% | 1819 |
|
|
2022
Q4 | $217K | Buy |
16,449
+2,700
| +20% | +$35.6K | ﹤0.01% | 1832 |
|
|
2022
Q3 | $286K | Sell |
13,749
-56
| -0.4% | -$1.17K | ﹤0.01% | 1703 |
|
|
2022
Q2 | $437K | Buy |
13,805
+2,924
| +27% | +$92.6K | ﹤0.01% | 1525 |
|
|
2022
Q1 | $1.19M | Buy |
10,881
+1,292
| +13% | +$141K | 0.01% | 1127 |
|
|
2021
Q4 | $1.45M | Buy |
9,589
+1,425
| +17% | +$216K | 0.01% | 1079 |
|
|
2021
Q3 | $2.58M | Buy |
8,164
+5,805
| +246% | +$1.84M | 0.02% | 816 |
|
|
2021
Q2 | $295K | Buy |
2,359
+521
| +28% | +$65.2K | ﹤0.01% | 1894 |
|
|
2021
Q1 | $237K | Buy |
+1,838
| New | +$237K | 0.01% | 1395 |
|