Daiwa Securities Group’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 | $50K | Sell |
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|
2025
Q2 | $69K | Buy |
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|
2025
Q1 | $38K | Sell |
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|
2024
Q4 | $53K | Sell |
|
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|
2024
Q3 | $102K | Sell |
|
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|
2024
Q2 | $63K | Buy |
|
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|
2024
Q1 | $60K | Sell |
|
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|
2023
Q4 | $98K | Sell |
|
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|
2023
Q3 | $85K | Hold |
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|
2023
Q2 | $106K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $151K | Buy |
|