Asset Management One’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 | $126K | Sell |
1,943
-67
| -3% | -$4.33K | ﹤0.01% | 899 |
|
|
2025
Q1 | $92.5K | Buy |
2,010
+836
| +71% | +$38.5K | ﹤0.01% | 924 |
|
|
2024
Q4 | $79.8K | Sell |
1,174
-332
| -22% | -$22.6K | ﹤0.01% | 919 |
|
|
2024
Q3 | $60.3K | Sell |
1,506
-801
| -35% | -$32K | ﹤0.01% | 925 |
|
|
2024
Q2 | $54.4K | Sell |
2,307
-3
| -0.1% | -$71 | ﹤0.01% | 925 |
|
|
2024
Q1 | $62.1K | Buy |
2,310
+976
| +73% | +$26.2K | ﹤0.01% | 939 |
|
|
2023
Q4 | $58.9K | Sell |
1,334
-497
| -27% | -$21.9K | ﹤0.01% | 951 |
|
|
2023
Q3 | $52.3K | Buy |
1,831
+279
| +18% | +$7.96K | ﹤0.01% | 961 |
|
|
2023
Q2 | $55.6K | Sell |
1,552
-1,807
| -54% | -$64.7K | ﹤0.01% | 966 |
|
|
2023
Q1 | $53.4K | Sell |
3,359
-415
| -11% | -$6.59K | ﹤0.01% | 973 |
|
|
2022
Q4 | $49.7K | Buy |
3,774
+1,472
| +64% | +$19.4K | ﹤0.01% | 974 |
|
|
2022
Q3 | $47K | Sell |
2,302
-15,482
| -87% | -$316K | ﹤0.01% | 986 |
|
|
2022
Q2 | $562K | Buy |
17,784
+2,989
| +20% | +$94.5K | ﹤0.01% | 888 |
|
|
2022
Q1 | $1.61M | Buy |
14,795
+5,924
| +67% | +$646K | 0.01% | 810 |
|
|
2021
Q4 | $1.31M | Buy |
+8,871
| New | +$1.31M | ﹤0.01% | 840 |
|