Blue Trust Inc’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-989
| Closed | -$23.3K | – | 2976 |
|
2024
Q3 | $23.3K | Buy |
989
+550
| +125% | +$13K | ﹤0.01% | 1883 |
|
2024
Q2 | $11.8K | Buy |
+439
| New | +$11.8K | ﹤0.01% | 1871 |
|
2024
Q1 | – | Sell |
-322
| Closed | -$9K | – | 2709 |
|
2023
Q4 | $9K | Buy |
+322
| New | +$9K | ﹤0.01% | 1634 |
|
2023
Q3 | – | Sell |
-8
| Closed | – | – | 2296 |
|
2023
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2537 |
|
2023
Q1 | – | Sell |
-24
| Closed | – | – | 2648 |
|
2022
Q4 | $0 | Buy |
24
+7
| +41% | – | ﹤0.01% | 2487 |
|
2022
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 2018 |
|