FORA Capital’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,049
| Closed | -$202K | – | 598 |
|
|
2024
Q3 | $202K | Buy |
+5,049
| New | +$202K | 0.02% | 407 |
|
|
2024
Q1 | – | Sell |
-115,740
| Closed | -$4.73M | – | 577 |
|
|
2023
Q4 | $4.73M | Buy |
+115,740
| New | +$4.73M | 0.41% | 76 |
|
|
2022
Q2 | – | Sell |
-34,106
| Closed | -$3.89M | – | 695 |
|
|
2022
Q1 | $3.89M | Buy |
34,106
+18,505
| +119% | +$2.11M | 0.7% | 24 |
|
|
2021
Q4 | $2.36M | Buy |
+15,601
| New | +$2.36M | 0.92% | 17 |
|