Legacy Capital Group California’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $2.08M | Sell |
|
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $963K | Sell |
|
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $963K | Buy |
|
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|
2023
Q2 | $1.19M | Buy |
|