Maxi Investments CY’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 | – | Sell |
-24,400
| Closed | -$1.12M | – | 154 |
|
|
2025
Q1 | $1.12M | Sell |
24,400
-5,200
| -18% | -$239K | 0.22% | 88 |
|
|
2024
Q4 | $1.82M | Buy |
29,600
+5,200
| +21% | +$320K | 0.35% | 47 |
|
|
2024
Q3 | $976K | Sell |
24,400
-5,700
| -19% | -$228K | 0.26% | 43 |
|
|
2024
Q2 | $710K | Hold |
30,100
| – | – | 0.16% | 96 |
|
|
2024
Q1 | $809K | Hold |
30,100
| – | – | 0.22% | 75 |
|
|
2023
Q4 | $1.23M | Hold |
30,100
| – | – | 0.35% | 40 |
|
|
2023
Q3 | $859K | Hold |
30,100
| – | – | 0.4% | 25 |
|
|
2023
Q2 | $1.08M | Hold |
30,100
| – | – | 0.77% | 33 |
|
|
2023
Q1 | $478K | Hold |
30,100
| – | – | 0.34% | 38 |
|
|
2022
Q4 | $398K | Hold |
30,100
| – | – | 0.38% | 39 |
|
|
2022
Q3 | $626K | Hold |
30,100
| – | – | 0.47% | 43 |
|
|
2022
Q2 | $952K | Buy |
30,100
+6,250
| +26% | +$198K | 0.68% | 42 |
|
|
2022
Q1 | $2.6M | Buy |
23,850
+21,800
| +1,063% | +$2.38M | 1.53% | 21 |
|
|
2021
Q4 | $310K | Buy |
+2,050
| New | +$310K | 0.17% | 52 |
|