Belvedere Trading’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
0
| – | – | – | 450 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 458 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 405 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 395 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 450 |
|
2023
Q4 | – | Sell |
-9,682
| Closed | -$276K | – | 473 |
|
2023
Q3 | $276K | Buy |
9,682
+4,649
| +92% | +$133K | ﹤0.01% | 37 |
|
2023
Q2 | $180K | Buy |
+5,033
| New | +$180K | ﹤0.01% | 75 |
|
2023
Q1 | – | Sell |
-606
| Closed | -$8.01K | – | 620 |
|
2022
Q4 | $8.01K | Buy |
+606
| New | +$8.01K | ﹤0.01% | 290 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 231 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 326 |
|