Citigroup’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 | $22.7M | Sell |
350,823
-278
| -0.1% | -$18K | 0.01% | 678 |
|
|
2025
Q1 | $16.2M | Sell |
351,101
-5,539
| -2% | -$255K | 0.01% | 781 |
|
|
2024
Q4 | $22M | Buy |
356,640
+249,796
| +234% | +$15.4M | 0.01% | 620 |
|
|
2024
Q3 | $4.27M | Buy |
106,844
+59,822
| +127% | +$2.39M | ﹤0.01% | 1455 |
|
|
2024
Q2 | $1.11M | Sell |
47,022
-7,945
| -14% | -$187K | ﹤0.01% | 2187 |
|
|
2024
Q1 | $1.48M | Sell |
54,967
-7,031
| -11% | -$189K | ﹤0.01% | 2070 |
|
|
2023
Q4 | $2.53M | Buy |
61,998
+19,911
| +47% | +$814K | ﹤0.01% | 1481 |
|
|
2023
Q3 | $1.2M | Sell |
42,087
-10,223
| -20% | -$292K | ﹤0.01% | 1781 |
|
|
2023
Q2 | $1.87M | Buy |
52,310
+27,292
| +109% | +$977K | ﹤0.01% | 1745 |
|
|
2023
Q1 | $398K | Sell |
25,018
-36,650
| -59% | -$582K | ﹤0.01% | 2685 |
|
|
2022
Q4 | $815K | Sell |
61,668
-22,255
| -27% | -$294K | ﹤0.01% | 2200 |
|
|
2022
Q3 | $1.75M | Sell |
83,923
-82,575
| -50% | -$1.72M | ﹤0.01% | 1695 |
|
|
2022
Q2 | $5.27M | Buy |
166,498
+97,997
| +143% | +$3.1M | ﹤0.01% | 1102 |
|
|
2022
Q1 | $7.47M | Buy |
68,501
+6,122
| +10% | +$668K | ﹤0.01% | 1019 |
|
|
2021
Q4 | $9.44M | Buy |
62,379
+25,586
| +70% | +$3.87M | 0.01% | 958 |
|
|
2021
Q3 | $11.6M | Buy |
36,793
+24,939
| +210% | +$7.89M | 0.01% | 921 |
|
|
2021
Q2 | $1.48M | Buy |
11,854
+5,859
| +98% | +$732K | ﹤0.01% | 2335 |
|
|
2021
Q1 | $773K | Buy |
+5,995
| New | +$773K | ﹤0.01% | 2547 |
|