Arcadia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-65
| Closed | -$2.6K | – | 323 |
|
|
2024
Q3 | $2.6K | Sell |
65
-50
| -43% | -$2K | ﹤0.01% | 240 |
|
|
2024
Q2 | $2.71K | Sell |
115
-6,400
| -98% | -$151K | ﹤0.01% | 295 |
|
|
2024
Q1 | $175K | Hold |
6,515
| – | – | 0.03% | 129 |
|
|
2023
Q4 | $266K | Hold |
6,515
| – | – | 0.05% | 114 |
|
|
2023
Q3 | $186K | Buy |
6,515
+25
| +0.4% | +$714 | 0.04% | 126 |
|
|
2023
Q2 | $232K | Sell |
6,490
-4,000
| -38% | -$143K | 0.05% | 121 |
|
|
2023
Q1 | $167K | Hold |
10,490
| – | – | 0.04% | 144 |
|
|
2022
Q4 | $139K | Buy |
10,490
+6,963
| +197% | +$92.1K | 0.03% | 154 |
|
|
2022
Q3 | $73K | Sell |
3,527
-950
| -21% | -$19.7K | 0.02% | 171 |
|
|
2022
Q2 | $142K | Buy |
4,477
+2,200
| +97% | +$69.8K | 0.03% | 142 |
|
|
2022
Q1 | $248K | Buy |
2,277
+770
| +51% | +$83.9K | 0.05% | 129 |
|
|
2021
Q4 | $228K | Buy |
+1,507
| New | +$228K | 0.04% | 138 |
|