Covestor’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 | $13K | Hold |
202
| – | – | 0.01% | 1429 |
|
|
2025
Q1 | $9K | Buy |
202
+1
| +0.5% | +$45 | 0.01% | 1587 |
|
|
2024
Q4 | $12K | Sell |
201
-107
| -35% | -$6.39K | 0.01% | 1446 |
|
|
2024
Q3 | $12K | Buy |
308
+1
| +0.3% | +$39 | 0.01% | 1463 |
|
|
2024
Q2 | $7K | Buy |
307
+1
| +0.3% | +$23 | ﹤0.01% | 1731 |
|
|
2024
Q1 | $8K | Sell |
306
-1
| -0.3% | -$26 | 0.01% | 1719 |
|
|
2023
Q4 | $13K | Buy |
307
+136
| +80% | +$5.76K | 0.01% | 1402 |
|
|
2023
Q3 | $5K | Sell |
171
-367
| -68% | -$10.7K | ﹤0.01% | 1725 |
|
|
2023
Q2 | $19K | Buy |
538
+245
| +84% | +$8.65K | 0.01% | 1169 |
|
|
2023
Q1 | $5K | Sell |
293
-157
| -35% | -$2.68K | ﹤0.01% | 1577 |
|
|
2022
Q4 | $6K | Buy |
450
+1
| +0.2% | +$13 | ﹤0.01% | 1541 |
|
|
2022
Q3 | $9K | Sell |
449
-899
| -67% | -$18K | 0.01% | 1318 |
|
|
2022
Q2 | $43K | Buy |
1,348
+280
| +26% | +$8.93K | 0.03% | 780 |
|
|
2022
Q1 | $117K | Buy |
1,068
+1,037
| +3,345% | +$114K | 0.08% | 405 |
|
|
2021
Q4 | $5K | Buy |
+31
| New | +$5K | 0.01% | 1347 |
|