CBA
Coastal Bridge Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
+38,467
| New | +$2.49M | 0.21% | 116 |
|
|
2025
Q1 | – | Sell |
-35,588
| Closed | -$2.19M | – | 391 |
|
|
2024
Q4 | $2.19M | Sell |
35,588
-100
| -0.3% | -$6.16K | 0.55% | 44 |
|
|
2024
Q3 | $1.43M | Hold |
35,688
| – | – | 0.35% | 51 |
|
|
2024
Q2 | $842K | Hold |
35,688
| – | – | 0.21% | 70 |
|
|
2024
Q1 | $960K | Hold |
35,688
| – | – | 0.22% | 69 |
|
|
2023
Q4 | $1.46M | Hold |
35,688
| – | – | 0.37% | 48 |
|
|
2023
Q3 | $1.02M | Hold |
35,688
| – | – | 0.27% | 61 |
|
|
2023
Q2 | $1.28M | Hold |
35,688
| – | – | 0.31% | 50 |
|
|
2023
Q1 | $567K | Hold |
35,688
| – | – | 0.14% | 86 |
|
|
2022
Q4 | $472K | Hold |
35,688
| – | – | 0.13% | 90 |
|
|
2022
Q3 | $742K | Hold |
35,688
| – | – | 0.2% | 70 |
|
|
2022
Q2 | $1.13M | Hold |
35,688
| – | – | 0.35% | 50 |
|
|
2022
Q1 | $3.89M | Buy |
35,688
+100
| +0.3% | +$10.9K | 0.9% | 24 |
|
|
2021
Q4 | $5.38M | Buy |
35,588
+25,588
| +256% | +$3.87M | 1.12% | 21 |
|
|
2021
Q3 | $3.16M | Buy |
+10,000
| New | +$3.16M | 0.73% | 28 |
|