Newbridge Financial Services Group’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 | $651K | Buy |
10,064
+1,445
| +17% | +$93.5K | 0.11% | 149 |
|
|
2025
Q1 | $397K | Sell |
8,619
-43
| -0.5% | -$1.98K | 0.1% | 136 |
|
|
2024
Q4 | $533K | Buy |
8,662
+143
| +2% | +$8.81K | 0.14% | 114 |
|
|
2024
Q3 | $341K | Sell |
8,519
-1,070
| -11% | -$42.8K | 0.12% | 114 |
|
|
2024
Q2 | $226K | Buy |
9,589
+900
| +10% | +$21.2K | 0.08% | 170 |
|
|
2024
Q1 | $234K | Buy |
8,689
+3,938
| +83% | +$106K | 0.1% | 166 |
|
|
2023
Q4 | $194K | Sell |
4,751
-109
| -2% | -$4.45K | 0.09% | 191 |
|
|
2023
Q3 | $139K | Sell |
4,860
-3,175
| -40% | -$90.6K | 0.07% | 239 |
|
|
2023
Q2 | $288K | Sell |
8,035
-1,458
| -15% | -$52.2K | 0.14% | 151 |
|
|
2023
Q1 | $151K | Sell |
9,493
-253
| -3% | -$4.02K | 0.08% | 239 |
|
|
2022
Q4 | $129K | Sell |
9,746
-2,805
| -22% | -$37.1K | 0.07% | 257 |
|
|
2022
Q3 | $261K | Buy |
12,551
+7,528
| +150% | +$157K | 0.15% | 149 |
|
|
2022
Q2 | $159K | Buy |
5,023
+900
| +22% | +$28.5K | 0.1% | 194 |
|
|
2022
Q1 | $450K | Buy |
4,123
+1,680
| +69% | +$183K | 0.22% | 97 |
|
|
2021
Q4 | $370K | Buy |
2,443
+2,275
| +1,354% | +$345K | 0.17% | 120 |
|
|
2021
Q3 | $53K | Buy |
+168
| New | +$53K | 0.03% | 401 |
|