EAM Investors’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 | – | Sell |
-52,053
| Closed | -$2.4M | – | 353 |
|
|
2025
Q1 | $2.4M | Sell |
52,053
-33,503
| -39% | -$1.54M | 0.41% | 123 |
|
|
2024
Q4 | $5.27M | Buy |
+85,556
| New | +$5.27M | 0.75% | 26 |
|
|
2023
Q3 | – | Sell |
-38,250
| Closed | -$1.37M | – | 383 |
|
|
2023
Q2 | $1.37M | Buy |
+38,250
| New | +$1.37M | 0.25% | 185 |
|