Natixis’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | -$240 | – | 1180 |
|
|
2024
Q3 | $240 | Sell |
6
-2
| -25% | -$80 | ﹤0.01% | 913 |
|
|
2024
Q2 | $189 | Sell |
8
-1,433
| -99% | -$33.9K | ﹤0.01% | 943 |
|
|
2024
Q1 | $38.7K | Sell |
1,441
-4,297
| -75% | -$116K | ﹤0.01% | 824 |
|
|
2023
Q4 | $234K | Sell |
5,738
-1,592
| -22% | -$65K | ﹤0.01% | 675 |
|
|
2023
Q3 | $209K | Sell |
7,330
-2,776
| -27% | -$79.2K | ﹤0.01% | 697 |
|
|
2023
Q2 | $362K | Buy |
10,106
+10,000
| +9,434% | +$358K | ﹤0.01% | 671 |
|
|
2023
Q1 | $1.68K | Hold |
106
| – | – | ﹤0.01% | 928 |
|
|
2022
Q4 | $1.4K | Buy |
+106
| New | +$1.4K | ﹤0.01% | 980 |
|
|
2022
Q3 | – | Sell |
-17,099
| Closed | -$541K | – | 1074 |
|
|
2022
Q2 | $541K | Sell |
17,099
-12,009
| -41% | -$380K | ﹤0.01% | 881 |
|
|
2022
Q1 | $3.18M | Sell |
29,108
-11,690
| -29% | -$1.28M | 0.01% | 646 |
|
|
2021
Q4 | $6.17M | Buy |
40,798
+25,861
| +173% | +$3.91M | 0.02% | 509 |
|
|
2021
Q3 | $4.73M | Buy |
+14,937
| New | +$4.73M | 0.02% | 557 |
|
|
2021
Q2 | – | Sell |
-14,945
| Closed | -$1.93M | – | 1073 |
|
|
2021
Q1 | $1.93M | Buy |
+14,945
| New | +$1.93M | 0.01% | 702 |
|