HRT Financial’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 | $5.73M | Buy |
88,599
+40,875
| +86% | +$2.64M | 0.03% | 379 |
|
|
2025
Q1 | $2.2M | Buy |
+47,724
| New | +$2.2M | 0.01% | 657 |
|
|
2024
Q4 | – | Sell |
-75,688
| Closed | -$3.03M | – | 3039 |
|
|
2024
Q3 | $3.03M | Buy |
+75,688
| New | +$3.03M | 0.02% | 650 |
|
|
2024
Q2 | – | Sell |
-11,189
| Closed | -$300K | – | 2968 |
|
|
2024
Q1 | $300K | Buy |
+11,189
| New | +$300K | ﹤0.01% | 1468 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2877 |
|
|
2023
Q2 | – | Sell |
-153,541
| Closed | -$2.44M | – | 3092 |
|
|
2023
Q1 | $2.44M | Buy |
153,541
+84,185
| +121% | +$1.34M | 0.03% | 477 |
|
|
2022
Q4 | $916K | Buy |
69,356
+52,059
| +301% | +$688K | 0.01% | 957 |
|
|
2022
Q3 | $359K | Buy |
+17,297
| New | +$359K | ﹤0.01% | 1766 |
|
|
2022
Q2 | – | Sell |
-31,891
| Closed | -$3.48M | – | 3557 |
|
|
2022
Q1 | $3.48M | Buy |
31,891
+10,537
| +49% | +$1.15M | 0.02% | 372 |
|
|
2021
Q4 | $3.23M | Buy |
+21,354
| New | +$3.23M | 0.02% | 398 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3525 |
|