Boothbay Fund Management’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 | $892K | Buy |
+13,791
| New | +$892K | 0.02% | 557 |
|
|
2024
Q4 | – | Sell |
-17,238
| Closed | -$690K | – | 1710 |
|
|
2024
Q3 | $690K | Buy |
+17,238
| New | +$690K | 0.02% | 728 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1816 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1858 |
|
|
2023
Q2 | – | Sell |
-13,598
| Closed | -$216K | – | 2038 |
|
|
2023
Q1 | $216K | Buy |
+13,598
| New | +$216K | ﹤0.01% | 1461 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$327K | – | 2322 |
|
|
2022
Q1 | $327K | Buy |
+3,000
| New | +$327K | 0.01% | 1224 |
|
|
2021
Q3 | – | Sell |
-20,845
| Closed | -$2.6M | – | 1956 |
|
|
2021
Q2 | $2.6M | Buy |
+20,845
| New | +$2.6M | 0.08% | 242 |
|