Anchor Investment Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65K | Hold |
41
| – | – | ﹤0.01% | 935 |
|
|
2025
Q1 | $1.89K | Hold |
41
| – | – | ﹤0.01% | 953 |
|
|
2024
Q4 | $2.52K | Hold |
41
| – | – | ﹤0.01% | 923 |
|
|
2024
Q3 | $1.64K | Hold |
41
| – | – | ﹤0.01% | 978 |
|
|
2024
Q2 | $967 | Hold |
41
| – | – | ﹤0.01% | 953 |
|
|
2024
Q1 | $1.1K | Hold |
41
| – | – | ﹤0.01% | 981 |
|
|
2023
Q4 | $1.68K | Hold |
41
| – | – | ﹤0.01% | 889 |
|
|
2023
Q3 | $1.17K | Hold |
41
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $1.47K | Hold |
41
| – | – | ﹤0.01% | 903 |
|
|
2023
Q1 | $651 | Hold |
41
| – | – | ﹤0.01% | 961 |
|
|
2022
Q4 | $542 | Hold |
41
| – | – | ﹤0.01% | 932 |
|
|
2022
Q3 | $852 | Sell |
41
-100
| -71% | -$2.08K | ﹤0.01% | 942 |
|
|
2022
Q2 | $4.46K | Hold |
141
| – | – | ﹤0.01% | 824 |
|
|
2022
Q1 | $15.4K | Hold |
141
| – | – | ﹤0.01% | 698 |
|
|
2021
Q4 | $21.3K | Buy |
141
+91
| +182% | +$13.8K | ﹤0.01% | 688 |
|
|
2021
Q3 | $15.8K | Buy |
50
+9
| +22% | +$2.85K | ﹤0.01% | 663 |
|
|
2021
Q2 | $5.12K | Buy |
+41
| New | +$5.12K | ﹤0.01% | 806 |
|