CoreCap Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647 | Sell |
10
-95
| -90% | -$6.15K | ﹤0.01% | 2466 |
|
|
2025
Q1 | $4.83K | Sell |
105
-82
| -44% | -$3.77K | ﹤0.01% | 2105 |
|
|
2024
Q4 | $11.5K | Buy |
187
+65
| +53% | +$4K | ﹤0.01% | 1722 |
|
|
2024
Q3 | $4.88K | Hold |
122
| – | – | ﹤0.01% | 1983 |
|
|
2024
Q2 | $2.88K | Buy |
122
+100
| +455% | +$2.36K | ﹤0.01% | 1256 |
|
|
2024
Q1 | $592 | Buy |
+22
| New | +$592 | ﹤0.01% | 2310 |
|
|
2022
Q4 | $5.45K | Buy |
+412
| New | +$5.45K | ﹤0.01% | 1726 |
|
|
2022
Q3 | – | Sell |
-113
| Closed | -$4K | – | 2015 |
|
|
2022
Q2 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 1745 |
|
|
2022
Q1 | – | Sell |
-65
| Closed | -$10K | – | 2018 |
|
|
2021
Q4 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 1559 |
|