Jefferies Financial Group’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 | $453K | Sell |
7,000
-35,415
| -83% | -$2.29M | ﹤0.01% | 687 |
|
|
2025
Q1 | $1.95M | Buy |
42,415
+12,242
| +41% | +$563K | 0.02% | 446 |
|
|
2024
Q4 | $1.86M | Buy |
+30,173
| New | +$1.86M | 0.01% | 507 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1404 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1549 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1476 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1438 |
|
|
2023
Q1 | – | Sell |
-13,200
| Closed | -$175K | – | 1419 |
|
|
2022
Q4 | $175K | Buy |
+13,200
| New | +$175K | ﹤0.01% | 864 |
|