Bank of New York Mellon’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 | $16.6M | Buy |
257,322
+16,111
| +7% | +$1.04M | ﹤0.01% | 1618 |
|
|
2025
Q1 | $11.1M | Sell |
241,211
-33,271
| -12% | -$1.53M | ﹤0.01% | 1800 |
|
|
2024
Q4 | $16.9M | Buy |
274,482
+58,887
| +27% | +$3.63M | ﹤0.01% | 1666 |
|
|
2024
Q3 | $8.63M | Sell |
215,595
-56,835
| -21% | -$2.27M | ﹤0.01% | 2007 |
|
|
2024
Q2 | $6.43M | Buy |
272,430
+36,206
| +15% | +$854K | ﹤0.01% | 2202 |
|
|
2024
Q1 | $6.35M | Sell |
236,224
-23,662
| -9% | -$636K | ﹤0.01% | 2195 |
|
|
2023
Q4 | $10.6M | Buy |
259,886
+11,796
| +5% | +$482K | ﹤0.01% | 1960 |
|
|
2023
Q3 | $7.08M | Buy |
248,090
+763
| +0.3% | +$21.8K | ﹤0.01% | 2146 |
|
|
2023
Q2 | $8.86M | Buy |
247,327
+14,263
| +6% | +$511K | ﹤0.01% | 2004 |
|
|
2023
Q1 | $3.7M | Buy |
233,064
+2,672
| +1% | +$42.5K | ﹤0.01% | 2461 |
|
|
2022
Q4 | $3.05M | Sell |
230,392
-10,373
| -4% | -$137K | ﹤0.01% | 2613 |
|
|
2022
Q3 | $5.01M | Buy |
240,765
+798
| +0.3% | +$16.6K | ﹤0.01% | 2290 |
|
|
2022
Q2 | $7.59M | Buy |
239,967
+67,849
| +39% | +$2.15M | ﹤0.01% | 2099 |
|
|
2022
Q1 | $18.8M | Buy |
172,118
+28,494
| +20% | +$3.11M | ﹤0.01% | 1714 |
|
|
2021
Q4 | $21.7M | Buy |
143,624
+19,951
| +16% | +$3.02M | ﹤0.01% | 1682 |
|
|
2021
Q3 | $39.1M | Buy |
123,673
+83,751
| +210% | +$26.5M | 0.01% | 1297 |
|
|
2021
Q2 | $4.99M | Buy |
39,922
+13,725
| +52% | +$1.71M | ﹤0.01% | 2481 |
|
|
2021
Q1 | $3.38M | Buy |
+26,197
| New | +$3.38M | ﹤0.01% | 2634 |
|