Harbour Investments’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 | $700K | Sell |
10,830
-2,792
| -20% | -$181K | 0.02% | 656 |
|
|
2025
Q1 | $627K | Sell |
13,622
-1,357
| -9% | -$62.5K | 0.02% | 639 |
|
|
2024
Q4 | $922K | Sell |
14,979
-93
| -0.6% | -$5.73K | 0.03% | 498 |
|
|
2024
Q3 | $603K | Sell |
15,072
-106
| -0.7% | -$4.24K | 0.02% | 601 |
|
|
2024
Q2 | $358K | Buy |
15,178
+17
| +0.1% | +$401 | 0.01% | 732 |
|
|
2024
Q1 | $408K | Sell |
15,161
-4
| -0% | -$108 | 0.01% | 664 |
|
|
2023
Q4 | $620K | Sell |
15,165
-1,051
| -6% | -$42.9K | 0.03% | 472 |
|
|
2023
Q3 | $463K | Sell |
16,216
-222
| -1% | -$6.34K | 0.02% | 507 |
|
|
2023
Q2 | $589K | Buy |
16,438
+5
| +0% | +$179 | 0.03% | 457 |
|
|
2023
Q1 | $261K | Sell |
16,433
-175
| -1% | -$2.78K | 0.01% | 674 |
|
|
2022
Q4 | $220K | Buy |
16,608
+7,900
| +91% | +$104K | 0.01% | 716 |
|
|
2022
Q3 | $275K | Hold |
8,708
| – | – | 0.02% | 581 |
|
|
2022
Q2 | $275K | Buy |
+8,708
| New | +$275K | 0.02% | 581 |
|
|
2021
Q4 | $279K | Buy |
1,846
+1,278
| +225% | +$193K | 0.02% | 596 |
|
|
2021
Q3 | $180K | Buy |
568
+299
| +111% | +$94.8K | 0.01% | 1076 |
|
|
2021
Q2 | $34K | Buy |
269
+169
| +169% | +$21.4K | ﹤0.01% | 2029 |
|
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 2472 |
|