Daiwa Securities Group’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 | $69K | Buy |
1,068
+241
| +29% | +$15.6K | ﹤0.01% | 1023 |
|
|
2025
Q1 | $38K | Sell |
827
-30
| -4% | -$1.38K | ﹤0.01% | 1038 |
|
|
2024
Q4 | $53K | Sell |
857
-1,695
| -66% | -$105K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $102K | Sell |
2,552
-105
| -4% | -$4.2K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $63K | Buy |
2,657
+409
| +18% | +$9.7K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $60K | Sell |
2,248
-147
| -6% | -$3.92K | ﹤0.01% | 1090 |
|
|
2023
Q4 | $98K | Sell |
2,395
-570
| -19% | -$23.3K | ﹤0.01% | 1012 |
|
|
2023
Q3 | $85K | Hold |
2,965
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q2 | $106K | Buy |
+2,965
| New | +$106K | ﹤0.01% | 990 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$95K | – | 1390 |
|
|
2022
Q2 | $95K | Buy |
3,000
+1,200
| +67% | +$38K | ﹤0.01% | 1026 |
|
|
2022
Q1 | $196K | Buy |
1,800
+800
| +80% | +$87.1K | ﹤0.01% | 972 |
|
|
2021
Q4 | $151K | Buy |
+1,000
| New | +$151K | ﹤0.01% | 979 |
|