Hilltop Holdings’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,610
| Closed | -$742K | – | 665 |
|
|
2024
Q1 | $742K | Sell |
27,610
-8,044
| -23% | -$216K | 0.08% | 272 |
|
|
2023
Q4 | $1.46M | Sell |
35,654
-3,390
| -9% | -$139K | 0.17% | 164 |
|
|
2023
Q3 | $1.11M | Buy |
39,044
+14,815
| +61% | +$423K | 0.13% | 185 |
|
|
2023
Q2 | $868K | Buy |
24,229
+665
| +3% | +$23.8K | 0.11% | 217 |
|
|
2023
Q1 | $374K | Buy |
23,564
+3,536
| +18% | +$56.2K | 0.05% | 336 |
|
|
2022
Q4 | $265K | Buy |
20,028
+4,635
| +30% | +$61.3K | 0.03% | 414 |
|
|
2022
Q3 | $320K | Buy |
15,393
+5,705
| +59% | +$119K | 0.04% | 350 |
|
|
2022
Q2 | $306K | Buy |
+9,688
| New | +$306K | 0.04% | 374 |
|
|
2022
Q1 | – | Sell |
-1,460
| Closed | -$221K | – | 625 |
|
|
2021
Q4 | $221K | Buy |
+1,460
| New | +$221K | 0.02% | 546 |
|