Hillsdale Investment 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 | $5.78M | Buy |
89,440
+21,140
| +31% | +$1.37M | 0.21% | 116 |
|
|
2025
Q1 | $3.14M | Buy |
68,300
+5,700
| +9% | +$262K | 0.16% | 179 |
|
|
2024
Q4 | $3.85M | Buy |
+62,600
| New | +$3.85M | 0.19% | 143 |
|
|
2022
Q1 | – | Sell |
-2,380
| Closed | -$360K | – | 623 |
|
|
2021
Q4 | $360K | Buy |
2,380
+80
| +3% | +$12.1K | 0.02% | 393 |
|
|
2021
Q3 | $728K | Buy |
+2,300
| New | +$728K | 0.06% | 312 |
|