IEQ Capital’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 | – | Sell |
-12,654
| Closed | -$582K | – | 2005 |
|
|
2025
Q1 | $582K | Buy |
12,654
+5,441
| +75% | +$250K | ﹤0.01% | 916 |
|
|
2024
Q4 | $444K | Buy |
7,213
+707
| +11% | +$43.5K | ﹤0.01% | 887 |
|
|
2024
Q3 | $260K | Buy |
+6,506
| New | +$260K | ﹤0.01% | 971 |
|
|
2024
Q1 | – | Sell |
-6,394
| Closed | -$261K | – | 1004 |
|
|
2023
Q4 | $261K | Buy |
+6,394
| New | +$261K | ﹤0.01% | 769 |
|
|
2023
Q3 | – | Sell |
-6,593
| Closed | -$236K | – | 968 |
|
|
2023
Q2 | $236K | Sell |
6,593
-4,643
| -41% | -$166K | ﹤0.01% | 763 |
|
|
2023
Q1 | $179K | Buy |
+11,236
| New | +$179K | ﹤0.01% | 829 |
|
|
2022
Q4 | – | Sell |
-12,735
| Closed | -$265K | – | 892 |
|
|
2022
Q3 | $265K | Sell |
12,735
-4,080
| -24% | -$84.9K | 0.01% | 692 |
|
|
2022
Q2 | $532K | Sell |
16,815
-4,748
| -22% | -$150K | 0.02% | 461 |
|
|
2022
Q1 | $2.35M | Buy |
21,563
+4,890
| +29% | +$533K | 0.06% | 186 |
|
|
2021
Q4 | $2.52M | Buy |
16,673
+9,458
| +131% | +$1.43M | 0.06% | 169 |
|
|
2021
Q3 | $2.28M | Buy |
+7,215
| New | +$2.28M | 0.06% | 165 |
|