Commerce 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 | $238K | Buy |
+3,675
| New | +$238K | ﹤0.01% | 1104 |
|
|
2025
Q1 | – | Sell |
-3,675
| Closed | -$226K | – | 1202 |
|
|
2024
Q4 | $226K | Buy |
+3,675
| New | +$226K | ﹤0.01% | 1114 |
|
|
2023
Q2 | – | Sell |
-30,942
| Closed | -$492K | – | 1213 |
|
|
2023
Q1 | $492K | Buy |
30,942
+1,575
| +5% | +$25K | ﹤0.01% | 813 |
|
|
2022
Q4 | $388K | Buy |
+29,367
| New | +$388K | ﹤0.01% | 887 |
|