CoreCap Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508 | Hold |
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|
2025
Q2 | $647 | Sell |
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|
2025
Q1 | $4.83K | Sell |
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|
2024
Q4 | $11.5K | Buy |
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|
2024
Q3 | $4.88K | Hold |
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|
2024
Q2 | $2.88K | Buy |
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|
2024
Q1 | $592 | Buy |
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|
2022
Q4 | $5.45K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Buy |
|