Edgestream Partners’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 | $3.65M | Sell |
56,459
-17,618
| -24% | -$1.14M | 0.1% | 379 |
|
|
2025
Q1 | $3.41M | Buy |
+74,077
| New | +$3.41M | 0.12% | 341 |
|
|
2024
Q4 | – | Sell |
-18,159
| Closed | -$727K | – | 1093 |
|
|
2024
Q3 | $727K | Buy |
+18,159
| New | +$727K | 0.03% | 632 |
|
|
2024
Q2 | – | Sell |
-82,737
| Closed | -$2.22M | – | 1047 |
|
|
2024
Q1 | $2.22M | Buy |
82,737
+52,457
| +173% | +$1.41M | 0.11% | 311 |
|
|
2023
Q4 | $1.24M | Buy |
30,280
+7,718
| +34% | +$315K | 0.09% | 383 |
|
|
2023
Q3 | $644K | Buy |
+22,562
| New | +$644K | 0.05% | 528 |
|