Bailard’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 | $2.48M | Sell |
38,410
-349
| -0.9% | -$22.6K | 0.06% | 217 |
|
|
2025
Q1 | $1.78M | Hold |
38,759
| – | – | 0.05% | 236 |
|
|
2024
Q4 | $2.39M | Buy |
38,759
+212
| +0.5% | +$13.1K | 0.06% | 204 |
|
|
2024
Q3 | $1.54M | Sell |
38,547
-750
| -2% | -$30K | 0.04% | 254 |
|
|
2024
Q2 | $927K | Hold |
39,297
| – | – | 0.03% | 306 |
|
|
2024
Q1 | $1.06M | Sell |
39,297
-234
| -0.6% | -$6.29K | 0.03% | 297 |
|
|
2023
Q4 | $1.62M | Hold |
39,531
| – | – | 0.05% | 237 |
|
|
2023
Q3 | $1.13M | Sell |
39,531
-9,967
| -20% | -$284K | 0.04% | 252 |
|
|
2023
Q2 | $1.77M | Buy |
49,498
+498
| +1% | +$17.8K | 0.06% | 206 |
|
|
2023
Q1 | $779K | Hold |
49,000
| – | – | 0.03% | 300 |
|
|
2022
Q4 | $648K | Buy |
+49,000
| New | +$648K | 0.02% | 343 |
|