HAP Trading’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
Hold
0
469
2025
Q1
Hold
0
475
2024
Q4
Sell
-17,792
Closed -$712K 444
2024
Q3
$712K Buy
+17,792
New +$712K 0.08% 60
2024
Q2
Hold
0
467
2024
Q1
Hold
0
579
2023
Q4
Hold
0
621
2023
Q3
Hold
0
674
2023
Q2
Hold
0
745
2023
Q1
Hold
0
921
2022
Q4
Hold
0
988
2022
Q3
Sell
-16,123
Closed -$510K 1097
2022
Q2
$510K Sell
16,123
-32,530
-67% -$1.03M 0.03% 256
2022
Q1
$5.31M Buy
48,653
+37,334
+330% +$4.07M 0.22% 32
2021
Q4
$1.71M Buy
+11,319
New +$1.71M 0.05% 204
2021
Q3
Hold
0
1329
2021
Q2
Hold
0
1280