Caldwell Sutter Capital’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 | – | Sell |
-25
| Closed | -$1.54K | – | 912 |
|
|
2024
Q4 | $1.54K | Hold |
25
| – | – | ﹤0.01% | 774 |
|
|
2024
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $590 | Hold |
25
| – | – | ﹤0.01% | 856 |
|
|
2024
Q1 | $672 | Sell |
25
-17
| -40% | -$457 | ﹤0.01% | 847 |
|
|
2023
Q4 | $1.72K | Buy |
42
+17
| +68% | +$695 | ﹤0.01% | 777 |
|
|
2023
Q3 | $714 | Hold |
25
| – | – | ﹤0.01% | 814 |
|
|
2023
Q2 | $895 | Buy |
+25
| New | +$895 | ﹤0.01% | 801 |
|