National Bank of Canada’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 | $28.6K | Sell |
443
-7,006
| -94% | -$453K | ﹤0.01% | 1745 |
|
2025
Q1 | $343K | Sell |
7,449
-128,260
| -95% | -$5.9M | ﹤0.01% | 1145 |
|
2024
Q4 | $8.36M | Buy |
135,709
+130,726
| +2,623% | +$8.05M | 0.01% | 643 |
|
2024
Q3 | $199K | Sell |
4,983
-817
| -14% | -$32.7K | ﹤0.01% | 1215 |
|
2024
Q2 | $133K | Buy |
5,800
+350
| +6% | +$8.01K | ﹤0.01% | 1281 |
|
2024
Q1 | $138K | Buy |
5,450
+520
| +11% | +$13.2K | ﹤0.01% | 1301 |
|
2023
Q4 | $191K | Buy |
4,930
+127
| +3% | +$4.93K | ﹤0.01% | 1288 |
|
2023
Q3 | $132K | Sell |
4,803
-147,535
| -97% | -$4.06M | ﹤0.01% | 1369 |
|
2023
Q2 | $5.81M | Sell |
152,338
-84,861
| -36% | -$3.24M | 0.01% | 593 |
|
2023
Q1 | $3.77M | Buy |
237,199
+119,583
| +102% | +$1.9M | 0.01% | 594 |
|
2022
Q4 | $1.55M | Sell |
117,616
-87,100
| -43% | -$1.15M | ﹤0.01% | 854 |
|
2022
Q3 | $4.26M | Buy |
204,716
+172,258
| +531% | +$3.58M | 0.02% | 500 |
|
2022
Q2 | $1.03M | Buy |
32,458
+31,632
| +3,830% | +$1M | ﹤0.01% | 856 |
|
2022
Q1 | $90K | Buy |
826
+513
| +164% | +$55.9K | ﹤0.01% | 1471 |
|
2021
Q4 | $47K | Buy |
+313
| New | +$47K | ﹤0.01% | 1665 |
|