CTC (Chicago Trading Company)’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 | $978K | Sell |
15,115
-10,266
| -40% | -$664K | ﹤0.01% | 36 |
|
|
2025
Q1 | $1.17M | Buy |
25,381
+1,230
| +5% | +$56.6K | ﹤0.01% | 32 |
|
|
2024
Q4 | $1.49M | Buy |
+24,151
| New | +$1.49M | ﹤0.01% | 53 |
|
|
2024
Q3 | – | Sell |
-15,555
| Closed | -$367K | – | 101 |
|
|
2024
Q2 | $367K | Sell |
15,555
-34,142
| -69% | -$805K | ﹤0.01% | 74 |
|
|
2024
Q1 | $1.34M | Buy |
49,697
+11,960
| +32% | +$322K | ﹤0.01% | 72 |
|
|
2023
Q4 | $1.54M | Sell |
37,737
-34,900
| -48% | -$1.43M | ﹤0.01% | 61 |
|
|
2023
Q3 | $2.07M | Buy |
72,637
+52,703
| +264% | +$1.5M | ﹤0.01% | 74 |
|
|
2023
Q2 | $714K | Buy |
19,934
+9,834
| +97% | +$352K | ﹤0.01% | 57 |
|
|
2023
Q1 | $143K | Buy |
+10,100
| New | +$143K | ﹤0.01% | 83 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 119 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 114 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 108 |
|
|
2022
Q1 | – | Sell |
-111,266
| Closed | -$16.8M | – | 106 |
|
|
2021
Q4 | $16.8M | Buy |
+111,266
| New | +$16.8M | 0.01% | 35 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 61 |
|