Harvest Fund Management’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
| – | – | – | 746 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 843 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 846 |
|
|
2024
Q1 | – | Sell |
-1,859
| Closed | -$76K | – | 777 |
|
|
2023
Q4 | $76K | Buy |
+1,859
| New | +$76K | 0.01% | 362 |
|
|
2023
Q1 | – | Sell |
-239
| Closed | -$3K | – | 830 |
|
|
2022
Q4 | $3K | Hold |
239
| – | – | ﹤0.01% | 715 |
|
|
2022
Q3 | $5K | Buy |
239
+134
| +128% | +$2.8K | ﹤0.01% | 726 |
|
|
2022
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $11K | Hold |
105
| – | – | ﹤0.01% | 644 |
|
|
2021
Q4 | $16K | Sell |
105
-81
| -44% | -$12.3K | ﹤0.01% | 644 |
|
|
2021
Q3 | $58K | Buy |
+186
| New | +$58K | 0.01% | 373 |
|