International Assets Investment Management’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 | $836K | Buy |
12,929
+299
| +2% | +$19.3K | 0.07% | 290 |
|
|
2025
Q1 | $581K | Buy |
12,630
+7,076
| +127% | +$326K | 0.05% | 364 |
|
|
2024
Q4 | $338K | Sell |
5,554
-227,704
| -98% | -$13.8M | 0.03% | 531 |
|
|
2024
Q3 | $5.83K | Buy |
233,258
+227,688
| +4,088% | +$5.69K | 0.02% | 539 |
|
|
2024
Q2 | $131K | Buy |
+5,570
| New | +$131K | 0.01% | 858 |
|
|
2024
Q1 | – | Sell |
-8,070
| Closed | -$330K | – | 834 |
|
|
2023
Q4 | $330K | Sell |
8,070
-1,007
| -11% | -$41.1K | 0.04% | 447 |
|
|
2023
Q3 | $244K | Buy |
9,077
+1,910
| +27% | +$51.4K | 0.03% | 439 |
|
|
2023
Q2 | $257K | Sell |
7,167
-1,400
| -16% | -$50.1K | 0.03% | 431 |
|
|
2023
Q1 | $136K | Sell |
8,567
-5,454
| -39% | -$86.7K | 0.02% | 547 |
|
|
2022
Q4 | $185K | Buy |
+14,021
| New | +$185K | 0.02% | 629 |
|