Anchor Investment Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.08K Hold
2025
Q2
$2.65K Hold
2025
Q1
$1.89K Hold
2024
Q4
$2.52K Hold
2024
Q3
$1.64K Hold
2024
Q2
$967 Hold
2024
Q1
$1.1K Hold
2023
Q4
$1.68K Hold
2023
Q3
$1.17K Hold
2023
Q2
$1.47K Hold
2023
Q1
$651 Hold
2022
Q4
$542 Hold
2022
Q3
$852 Sell
2022
Q2
$4.46K Hold
2022
Q1
$15.4K Hold
2021
Q4
$21.3K Buy
2021
Q3
$15.8K Buy
2021
Q2
$5.12K Buy