HSBC Holdings’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 | $13.9M | Buy |
214,202
+9,524
| +5% | +$620K | 0.01% | 700 |
|
|
2025
Q1 | $9.37M | Buy |
204,678
+14,385
| +8% | +$658K | 0.01% | 771 |
|
|
2024
Q4 | $11.9M | Buy |
190,293
+180,996
| +1,947% | +$11.3M | 0.01% | 754 |
|
|
2024
Q3 | $380K | Sell |
9,297
-25,086
| -73% | -$1.02M | ﹤0.01% | 1809 |
|
|
2024
Q2 | $799K | Buy |
34,383
+10,614
| +45% | +$247K | ﹤0.01% | 1450 |
|
|
2024
Q1 | $639K | Sell |
23,769
-5,766
| -20% | -$155K | ﹤0.01% | 1614 |
|
|
2023
Q4 | $1.2M | Buy |
29,535
+2,226
| +8% | +$90.8K | ﹤0.01% | 1335 |
|
|
2023
Q3 | $784K | Buy |
27,309
+2,942
| +12% | +$84.5K | ﹤0.01% | 1382 |
|
|
2023
Q2 | $871K | Sell |
24,367
-9,792
| -29% | -$350K | ﹤0.01% | 1392 |
|
|
2023
Q1 | $527K | Sell |
34,159
-8,795
| -20% | -$136K | ﹤0.01% | 1614 |
|
|
2022
Q4 | $563K | Sell |
42,954
-1,884
| -4% | -$24.7K | ﹤0.01% | 1803 |
|
|
2022
Q3 | $936K | Sell |
44,838
-53,148
| -54% | -$1.11M | ﹤0.01% | 1494 |
|
|
2022
Q2 | $3.1M | Buy |
97,986
+31,281
| +47% | +$990K | ﹤0.01% | 1165 |
|
|
2022
Q1 | $7.44M | Sell |
66,705
-483,923
| -88% | -$54M | 0.01% | 888 |
|
|
2021
Q4 | $85.4M | Buy |
550,628
+516,648
| +1,520% | +$80.2M | 0.08% | 196 |
|
|
2021
Q3 | $10.8M | Buy |
33,980
+31,328
| +1,181% | +$9.99M | 0.01% | 715 |
|
|
2021
Q2 | $349K | Buy |
+2,652
| New | +$349K | ﹤0.01% | 1999 |
|