Apollon Wealth 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 | $1.49M | Buy |
23,059
+4,548
| +25% | +$294K | 0.03% | 427 |
|
|
2025
Q1 | $852K | Buy |
18,511
+1,533
| +9% | +$70.6K | 0.02% | 554 |
|
|
2024
Q4 | $1.05M | Buy |
16,978
+1,547
| +10% | +$95.2K | 0.02% | 497 |
|
|
2024
Q3 | $617K | Sell |
15,431
-347
| -2% | -$13.9K | 0.02% | 630 |
|
|
2024
Q2 | $372K | Buy |
15,778
+925
| +6% | +$21.8K | 0.01% | 785 |
|
|
2024
Q1 | $399K | Buy |
14,853
+2,263
| +18% | +$60.9K | 0.01% | 769 |
|
|
2023
Q4 | $514K | Buy |
12,590
+2,938
| +30% | +$120K | 0.02% | 637 |
|
|
2023
Q3 | $275K | Buy |
9,652
+1,498
| +18% | +$42.8K | 0.01% | 728 |
|
|
2023
Q2 | $292K | Buy |
+8,154
| New | +$292K | 0.01% | 750 |
|
|
2022
Q2 | – | Sell |
-4,100
| Closed | -$447K | – | 807 |
|
|
2022
Q1 | $447K | Buy |
4,100
+1,532
| +60% | +$167K | 0.03% | 490 |
|
|
2021
Q4 | $389K | Buy |
+2,568
| New | +$389K | 0.03% | 519 |
|