Newbridge Financial Services Group’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $533K | Buy |
|
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|
2024
Q3 | $341K | Sell |
|
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|
2024
Q2 | $226K | Buy |
|
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|
2024
Q1 | $234K | Buy |
|
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|
2023
Q4 | $194K | Sell |
|
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|
2023
Q3 | $139K | Sell |
|
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|
2023
Q2 | $288K | Sell |
|
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|
2023
Q1 | $151K | Sell |
|
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|
2022
Q4 | $129K | Sell |
|
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|
2022
Q3 | $261K | Buy |
|
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|
2022
Q2 | $159K | Buy |
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|
2022
Q1 | $450K | Buy |
|
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|
2021
Q4 | $370K | Buy |
|
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|
2021
Q3 | $53K | Buy |
|