Inspire Advisors’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 | $497K | Buy |
7,683
+67
| +0.9% | +$4.33K | 0.05% | 295 |
|
|
2025
Q1 | $351K | Buy |
7,616
+419
| +6% | +$19.3K | 0.04% | 317 |
|
|
2024
Q4 | $443K | Sell |
7,197
-263
| -4% | -$16.2K | 0.05% | 256 |
|
|
2024
Q3 | $298K | Sell |
7,460
-9,163
| -55% | -$367K | 0.04% | 301 |
|
|
2024
Q2 | $392K | Buy |
16,623
+480
| +3% | +$11.3K | 0.05% | 257 |
|
|
2024
Q1 | $434K | Buy |
16,143
+890
| +6% | +$23.9K | 0.06% | 224 |
|
|
2023
Q4 | $623K | Buy |
15,253
+6,842
| +81% | +$280K | 0.09% | 138 |
|
|
2023
Q3 | $240K | Sell |
8,411
-10,885
| -56% | -$311K | 0.04% | 233 |
|
|
2023
Q2 | $691K | Buy |
19,296
+1,779
| +10% | +$63.7K | 0.13% | 86 |
|
|
2023
Q1 | $278K | Buy |
+17,517
| New | +$278K | 0.06% | 131 |
|
|
2022
Q4 | – | Sell |
-9,687
| Closed | -$201K | – | 208 |
|
|
2022
Q3 | $201K | Buy |
+9,687
| New | +$201K | 0.06% | 128 |
|