Ancora Advisors’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 | $56.6K | Sell |
875
-600
| -41% | -$38.8K | ﹤0.01% | 985 |
|
|
2025
Q1 | $67.9K | Sell |
1,475
-100
| -6% | -$4.6K | ﹤0.01% | 926 |
|
|
2024
Q4 | $97K | Buy |
1,575
+375
| +31% | +$23.1K | ﹤0.01% | 839 |
|
|
2024
Q3 | $48K | Hold |
1,200
| – | – | ﹤0.01% | 982 |
|
|
2024
Q2 | $28.3K | Hold |
1,200
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q1 | $32.3K | Hold |
1,200
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q4 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 921 |
|
|
2023
Q3 | $34.2K | Hold |
1,200
| – | – | ﹤0.01% | 975 |
|
|
2023
Q2 | $43K | Sell |
1,200
-12
| -1% | -$430 | ﹤0.01% | 919 |
|
|
2023
Q1 | $19.3K | Buy |
+1,212
| New | +$19.3K | ﹤0.01% | 1111 |
|