Legacy Capital Group California’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 | $1.35M | Buy |
+20,803
| New | +$1.35M | 0.37% | 56 |
|
|
2025
Q1 | – | Sell |
-33,704
| Closed | -$2.08M | – | 362 |
|
|
2024
Q4 | $2.08M | Sell |
33,704
-476
| -1% | -$29.3K | 0.63% | 22 |
|
|
2024
Q3 | $1.37M | Sell |
34,180
-186
| -0.5% | -$7.44K | 0.45% | 43 |
|
|
2024
Q2 | $811K | Sell |
34,366
-1,465
| -4% | -$34.6K | 0.29% | 98 |
|
|
2024
Q1 | $963K | Sell |
35,831
-928
| -3% | -$25K | 0.36% | 76 |
|
|
2023
Q4 | $1.5M | Buy |
36,759
+3,001
| +9% | +$123K | 0.58% | 29 |
|
|
2023
Q3 | $963K | Buy |
33,758
+599
| +2% | +$17.1K | 0.41% | 61 |
|
|
2023
Q2 | $1.19M | Buy |
+33,159
| New | +$1.19M | 0.49% | 41 |
|