City State Bank’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 | $12.9K | Hold |
200
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $9.21K | Hold |
200
| – | – | ﹤0.01% | 512 |
|
|
2024
Q4 | $12.3K | Hold |
200
| – | – | ﹤0.01% | 484 |
|
|
2024
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $4.72K | Hold |
200
| – | – | ﹤0.01% | 563 |
|
|
2024
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $8K | Sell |
200
-200
| -50% | -$8K | ﹤0.01% | 503 |
|
|
2023
Q3 | $11K | Hold |
400
| – | – | 0.01% | 457 |
|
|
2023
Q2 | $14K | Hold |
400
| – | – | 0.01% | 433 |
|
|
2023
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $5K | Sell |
400
-9
| -2% | -$113 | ﹤0.01% | 540 |
|
|
2022
Q3 | $9K | Buy |
409
+400
| +4,444% | +$8.8K | 0.01% | 447 |
|
|
2022
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 704 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 661 |
|