Bank of Montreal’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 | $1.03M | Buy |
15,931
+3,697
| +30% | +$239K | ﹤0.01% | 1639 |
|
|
2025
Q1 | $563K | Sell |
12,234
-5,838
| -32% | -$269K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $1.11M | Sell |
18,072
-355,651
| -95% | -$21.9M | ﹤0.01% | 1598 |
|
|
2024
Q3 | $15.3M | Sell |
373,723
-74,003
| -17% | -$3.02M | 0.01% | 825 |
|
|
2024
Q2 | $10.6M | Sell |
447,726
-73,733
| -14% | -$1.74M | ﹤0.01% | 911 |
|
|
2024
Q1 | $14M | Sell |
521,459
-870,739
| -63% | -$23.4M | ﹤0.01% | 793 |
|
|
2023
Q4 | $61.9M | Buy |
1,392,198
+7,021
| +0.5% | +$312K | 0.02% | 371 |
|
|
2023
Q3 | $45.1M | Sell |
1,385,177
-684,658
| -33% | -$22.3M | 0.02% | 412 |
|
|
2023
Q2 | $77.6M | Buy |
2,069,835
+1,847,138
| +829% | +$69.2M | 0.03% | 272 |
|
|
2023
Q1 | $3.55M | Buy |
222,697
+205,349
| +1,184% | +$3.27M | ﹤0.01% | 1255 |
|
|
2022
Q4 | $230K | Sell |
17,348
-73,050
| -81% | -$966K | ﹤0.01% | 2675 |
|
|
2022
Q3 | $2.48K | Sell |
90,398
-9,313
| -9% | -$255 | ﹤0.01% | 1436 |
|
|
2022
Q2 | $4.59K | Sell |
99,711
-17,384
| -15% | -$800 | ﹤0.01% | 1234 |
|
|
2022
Q1 | $13.5M | Sell |
117,095
-24,639
| -17% | -$2.83M | 0.01% | 834 |
|
|
2021
Q4 | $22.7M | Buy |
141,734
+19,850
| +16% | +$3.18M | 0.01% | 682 |
|
|
2021
Q3 | $39.1M | Buy |
121,884
+57,808
| +90% | +$18.6M | 0.02% | 588 |
|
|
2021
Q2 | $7.96M | Buy |
64,076
+63,966
| +58,151% | +$7.94M | ﹤0.01% | 1300 |
|
|
2021
Q1 | $13K | Buy |
+110
| New | +$13K | ﹤0.01% | 3845 |
|