Capstone Investment Advisors’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 | $274K | Buy |
+4,239
| New | +$274K | ﹤0.01% | 750 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 848 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 930 |
|
|
2024
Q2 | – | Sell |
-8,438
| Closed | -$227K | – | 1457 |
|
|
2024
Q1 | $227K | Buy |
+8,438
| New | +$227K | ﹤0.01% | 1137 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 890 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1144 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1156 |
|