Capital Advantage’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 | $752K | Hold |
11,625
| – | – | 0.12% | 72 |
|
|
2025
Q1 | $716K | Hold |
11,625
| – | – | 0.13% | 68 |
|
|
2024
Q4 | $716K | Sell |
11,625
-107,496
| -90% | -$6.62M | 0.13% | 68 |
|
|
2024
Q3 | $4.77M | Buy |
119,121
+104,875
| +736% | +$4.2M | 0.91% | 22 |
|
|
2024
Q2 | $331K | Buy |
14,246
+1,881
| +15% | +$43.7K | 0.07% | 48 |
|
|
2024
Q1 | $339K | Sell |
12,365
-5
| -0% | -$137 | 0.07% | 48 |
|
|
2023
Q4 | $505K | Buy |
+12,370
| New | +$505K | 0.1% | 38 |
|