Liberty One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,013
| Closed | -$246K | – | 200 |
|
|
2023
Q4 | $246K | Buy |
6,013
+296
| +5% | +$12.1K | 0.03% | 117 |
|
|
2023
Q3 | $163K | Sell |
5,717
-183
| -3% | -$5.22K | 0.02% | 117 |
|
|
2023
Q2 | $211K | Buy |
5,900
+1,251
| +27% | +$44.8K | 0.03% | 116 |
|
|
2023
Q1 | $73.9K | Buy |
4,649
+1,245
| +37% | +$19.8K | 0.01% | 132 |
|
|
2022
Q4 | $45K | Buy |
3,404
+394
| +13% | +$5.21K | 0.01% | 136 |
|
|
2022
Q3 | $63K | Buy |
+3,010
| New | +$63K | 0.01% | 136 |
|
|
2022
Q2 | – | Sell |
-2,382
| Closed | -$260K | – | 169 |
|
|
2022
Q1 | $260K | Buy |
2,382
+1,290
| +118% | +$141K | 0.04% | 114 |
|
|
2021
Q4 | $165K | Buy |
+1,092
| New | +$165K | 0.02% | 133 |
|