Castleview Partners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,914
| Closed | -$116K | – | 543 |
|
|
2024
Q4 | $116K | Sell |
1,914
-257
| -12% | -$15.6K | 0.06% | 239 |
|
|
2024
Q3 | $86.9K | Buy |
2,171
+2,161
| +21,610% | +$86.5K | 0.05% | 246 |
|
|
2024
Q2 | $236 | Hold |
10
| – | – | ﹤0.01% | 877 |
|
|
2024
Q1 | $269 | Hold |
10
| – | – | ﹤0.01% | 859 |
|
|
2023
Q4 | $409 | Hold |
10
| – | – | ﹤0.01% | 812 |
|
|
2023
Q3 | $285 | Hold |
10
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $358 | Hold |
10
| – | – | ﹤0.01% | 670 |
|
|
2023
Q1 | $159 | Hold |
10
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $132 | Hold |
10
| – | – | ﹤0.01% | 621 |
|
|
2022
Q3 | $0 | Sell |
10
-63
| -86% | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $3.22K | Buy |
73
+63
| +630% | +$2.78K | ﹤0.01% | 592 |
|
|
2022
Q1 | $1K | Sell |
10
-1,503
| -99% | -$150K | ﹤0.01% | 686 |
|
|
2021
Q4 | $10 | Buy |
+1,513
| New | +$10 | ﹤0.01% | 948 |
|