Concourse Financial Group Securities’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7946 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8238 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8237 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$107 | – | 8247 |
|
|
2024
Q1 | $107 | Hold |
4
| – | – | ﹤0.01% | 2271 |
|
|
2023
Q4 | $163 | Hold |
4
| – | – | ﹤0.01% | 2237 |
|
|
2023
Q3 | $114 | Hold |
4
| – | – | ﹤0.01% | 2268 |
|
|
2023
Q2 | $143 | Sell |
4
-100
| -96% | -$3.58K | ﹤0.01% | 2300 |
|
|
2023
Q1 | $1.65K | Hold |
104
| – | – | ﹤0.01% | 2089 |
|
|
2022
Q4 | $1.37K | Sell |
104
-78
| -43% | -$1.03K | ﹤0.01% | 2103 |
|
|
2022
Q3 | $4K | Hold |
182
| – | – | ﹤0.01% | 1701 |
|
|
2022
Q2 | $6K | Buy |
182
+50
| +38% | +$1.65K | ﹤0.01% | 1813 |
|
|
2022
Q1 | $14K | Sell |
132
-57
| -30% | -$6.05K | ﹤0.01% | 1598 |
|
|
2021
Q4 | $29K | Buy |
189
+53
| +39% | +$8.13K | ﹤0.01% | 1507 |
|
|
2021
Q3 | $43K | Buy |
136
+106
| +353% | +$33.5K | ﹤0.01% | 1379 |
|
|
2021
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 2100 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6301 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6103 |
|