IMC Chicago’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
-27,847
Closed -$1.28M 1564
2025
Q1
$1.28M Sell
27,847
-109,395
-80% -$5.04M ﹤0.01% 259
2024
Q4
$8.45M Buy
137,242
+120,243
+707% +$7.4M ﹤0.01% 64
2024
Q3
$680K Sell
16,999
-109,578
-87% -$4.38M ﹤0.01% 314
2024
Q2
$2.99M Buy
+126,577
New +$2.99M ﹤0.01% 122
2024
Q1
Sell
-26,444
Closed -$1.08M 1110
2023
Q4
$1.08M Buy
+26,444
New +$1.08M ﹤0.01% 130
2023
Q3
Hold
0
723
2023
Q2
Hold
0
631
2023
Q1
Sell
-86,766
Closed -$1.15M 621
2022
Q4
$1.15M Sell
86,766
-9,307
-10% -$123K ﹤0.01% 81
2022
Q3
$2M Buy
96,073
+37,020
+63% +$770K ﹤0.01% 53
2022
Q2
$1.87M Buy
59,053
+37,190
+170% +$1.18M ﹤0.01% 75
2022
Q1
$2.39M Buy
+21,863
New +$2.39M ﹤0.01% 95
2021
Q4
Hold
0
556
2021
Q3
Sell
-11,651
Closed -$1.46M 556
2021
Q2
$1.46M Buy
+11,651
New +$1.46M ﹤0.01% 99