Bank of America’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 | $81.2M | Buy |
1,255,044
+56,857
| +5% | +$3.68M | 0.01% | 1166 |
|
|
2025
Q1 | $55.2M | Buy |
1,198,187
+237,433
| +25% | +$10.9M | ﹤0.01% | 1337 |
|
|
2024
Q4 | $59.2M | Buy |
960,754
+20,236
| +2% | +$1.25M | 0.01% | 1187 |
|
|
2024
Q3 | $37.6M | Sell |
940,518
-170,096
| -15% | -$6.81M | ﹤0.01% | 1590 |
|
|
2024
Q2 | $26.2M | Buy |
1,110,614
+637,390
| +135% | +$15M | ﹤0.01% | 1748 |
|
|
2024
Q1 | $12.7M | Sell |
473,224
-879,117
| -65% | -$23.6M | ﹤0.01% | 2346 |
|
|
2023
Q4 | $55.3M | Buy |
1,352,341
+1,013,030
| +299% | +$41.4M | 0.01% | 1110 |
|
|
2023
Q3 | $9.68M | Buy |
339,311
+177,242
| +109% | +$5.06M | ﹤0.01% | 2319 |
|
|
2023
Q2 | $5.8M | Sell |
162,069
-1,479,296
| -90% | -$53M | ﹤0.01% | 2754 |
|
|
2023
Q1 | $26.1M | Buy |
1,641,365
+89,361
| +6% | +$1.42M | ﹤0.01% | 1644 |
|
|
2022
Q4 | $20.5M | Buy |
1,552,004
+373,435
| +32% | +$4.94M | ﹤0.01% | 1708 |
|
|
2022
Q3 | $24.5M | Sell |
1,178,569
-230,376
| -16% | -$4.79M | ﹤0.01% | 1533 |
|
|
2022
Q2 | $44.6M | Buy |
1,408,945
+224,775
| +19% | +$7.11M | 0.01% | 1196 |
|
|
2022
Q1 | $129M | Buy |
1,184,170
+976,786
| +471% | +$107M | 0.01% | 773 |
|
|
2021
Q4 | $31.4M | Sell |
207,384
-19,350
| -9% | -$2.93M | ﹤0.01% | 1549 |
|
|
2021
Q3 | $71.7M | Sell |
226,734
-2,980
| -1% | -$943K | 0.01% | 1030 |
|
|
2021
Q2 | $28.7M | Buy |
229,714
+110,152
| +92% | +$13.8M | ﹤0.01% | 1602 |
|
|
2021
Q1 | $15.4M | Buy |
119,562
+60,154
| +101% | +$7.75M | ﹤0.01% | 2042 |
|
|
2020
Q4 | $2.42M | Buy |
+59,408
| New | +$2.42M | ﹤0.01% | 3257 |
|