CIBC World Market’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 | $368K | Buy |
5,683
+956
| +20% | +$61.8K | ﹤0.01% | 1047 |
|
|
2025
Q1 | $218K | Sell |
4,727
-90
| -2% | -$4.14K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $297K | Buy |
+4,817
| New | +$297K | ﹤0.01% | 1093 |
|
|
2024
Q1 | – | Sell |
-6,423
| Closed | -$262K | – | 1283 |
|
|
2023
Q4 | $262K | Buy |
+6,423
| New | +$262K | ﹤0.01% | 1018 |
|
|
2022
Q4 | – | Sell |
-17,566
| Closed | -$365K | – | 1222 |
|
|
2022
Q3 | $365K | Buy |
17,566
+3,994
| +29% | +$83K | ﹤0.01% | 876 |
|
|
2022
Q2 | $429K | Sell |
13,572
-924
| -6% | -$29.2K | ﹤0.01% | 851 |
|
|
2022
Q1 | $1.58M | Buy |
14,496
+9,169
| +172% | +$1M | 0.01% | 595 |
|
|
2021
Q4 | $806K | Buy |
5,327
+770
| +17% | +$117K | ﹤0.01% | 768 |
|
|
2021
Q3 | $1.44M | Sell |
4,557
-7,397
| -62% | -$2.34M | ﹤0.01% | 639 |
|
|
2021
Q2 | $1.49M | Buy |
+11,954
| New | +$1.49M | ﹤0.01% | 635 |
|