Lindbrook Capital’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.7K | Sell |
254
-26
| -9% | -$1.2K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $17.2K | Buy |
280
+16
| +6% | +$985 | ﹤0.01% | 1365 |
|
|
2024
Q3 | $10.6K | Sell |
264
-55
| -17% | -$2.2K | ﹤0.01% | 1643 |
|
|
2024
Q2 | $7.53K | Buy |
319
+108
| +51% | +$2.55K | ﹤0.01% | 1789 |
|
|
2024
Q1 | $5.67K | Sell |
211
-122
| -37% | -$3.28K | ﹤0.01% | 1843 |
|
|
2023
Q4 | $13.6K | Buy |
333
+103
| +45% | +$4.21K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $6.56K | Buy |
230
+44
| +24% | +$1.26K | ﹤0.01% | 1637 |
|
|
2023
Q2 | $6.66K | Buy |
186
+82
| +79% | +$2.94K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $1.65K | Buy |
+104
| New | +$1.65K | ﹤0.01% | 2323 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 3041 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2940 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 2808 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2626 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$35K | – | 2212 |
|
|
2021
Q3 | $35K | Buy |
+110
| New | +$35K | 0.01% | 551 |
|