Capital Advisors Ltd’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 | – | Sell |
-3
| Closed | – | – | 1637 |
|
|
2025
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1592 |
|
|
2024
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1588 |
|
|
2024
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1621 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | – | – | 1661 |
|
|
2022
Q3 | $0 | Sell |
4
-11
| -73% | – | ﹤0.01% | 1539 |
|
|
2022
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1336 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 1213 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 943 |
|