Caption 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 | $841K | Hold |
13,000
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $598K | Sell |
13,000
-1,500
| -10% | -$69K | 0.01% | 273 |
|
|
2024
Q4 | $893K | Buy |
+14,500
| New | +$893K | 0.01% | 220 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 858 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 881 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 791 |
|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$26.4K | – | 837 |
|
|
2022
Q4 | $26.4K | Hold |
2,000
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 450 |
|
|
2022
Q2 | $63K | Sell |
2,000
-3,500
| -64% | -$110K | ﹤0.01% | 421 |
|
|
2022
Q1 | $600K | Buy |
5,500
+950
| +21% | +$104K | 0.01% | 305 |
|
|
2021
Q4 | $688K | Hold |
4,550
| – | – | 0.01% | 318 |
|
|
2021
Q3 | $1.44M | Buy |
+4,550
| New | +$1.44M | 0.02% | 214 |
|