Caption Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Hold |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | – | Hold |
|
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Hold |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $26.4K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $688K | Hold |
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|
2021
Q3 | $1.44M | Buy |
|