Invesco’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 | $55.9M | Sell |
864,564
-405,788
| -32% | -$26.2M | 0.01% | 1021 |
|
|
2025
Q1 | $58.5M | Buy |
1,270,352
+560,668
| +79% | +$25.8M | 0.01% | 979 |
|
|
2024
Q4 | $43.7M | Buy |
709,684
+637,706
| +886% | +$39.3M | 0.01% | 1108 |
|
|
2024
Q3 | $2.88M | Buy |
71,978
+640
| +0.9% | +$25.6K | ﹤0.01% | 2462 |
|
|
2024
Q2 | $1.68M | Buy |
71,338
+1,696
| +2% | +$40K | ﹤0.01% | 2660 |
|
|
2024
Q1 | $1.87M | Sell |
69,642
-40,941
| -37% | -$1.1M | ﹤0.01% | 2698 |
|
|
2023
Q4 | $4.52M | Buy |
110,583
+18,063
| +20% | +$738K | ﹤0.01% | 2294 |
|
|
2023
Q3 | $2.64M | Sell |
92,520
-98,067
| -51% | -$2.8M | ﹤0.01% | 2489 |
|
|
2023
Q2 | $6.82M | Buy |
190,587
+74,350
| +64% | +$2.66M | ﹤0.01% | 2060 |
|
|
2023
Q1 | $1.85M | Buy |
116,237
+35,370
| +44% | +$562K | ﹤0.01% | 2664 |
|
|
2022
Q4 | $1.07M | Buy |
80,867
+28,968
| +56% | +$383K | ﹤0.01% | 2889 |
|
|
2022
Q3 | $1.08M | Sell |
51,899
-5,981
| -10% | -$124K | ﹤0.01% | 2881 |
|
|
2022
Q2 | $1.83M | Buy |
57,880
+24,164
| +72% | +$764K | ﹤0.01% | 2735 |
|
|
2022
Q1 | $3.68M | Sell |
33,716
-41,776
| -55% | -$4.56M | ﹤0.01% | 2516 |
|
|
2021
Q4 | $11.4M | Buy |
75,492
+7,389
| +11% | +$1.12M | ﹤0.01% | 1925 |
|
|
2021
Q3 | $21.6M | Buy |
68,103
+59,338
| +677% | +$18.8M | 0.01% | 1513 |
|
|
2021
Q2 | $1.1M | Sell |
8,765
-6,775
| -44% | -$846K | ﹤0.01% | 3069 |
|
|
2021
Q1 | $2M | Buy |
+15,540
| New | +$2M | ﹤0.01% | 2765 |
|