NewEdge Advisors’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 | $45.1K | Sell |
697
-1,300
| -65% | -$84.1K | ﹤0.01% | 2692 |
|
|
2025
Q1 | $91.9K | Buy |
1,997
+333
| +20% | +$15.3K | ﹤0.01% | 2322 |
|
|
2024
Q4 | $102K | Buy |
1,664
+1,000
| +151% | +$61.6K | ﹤0.01% | 2272 |
|
|
2024
Q3 | $26.6K | Sell |
664
-2,100
| -76% | -$84K | ﹤0.01% | 2636 |
|
|
2024
Q2 | $65.2K | Sell |
2,764
-381
| -12% | -$8.99K | ﹤0.01% | 2260 |
|
|
2024
Q1 | $84.6K | Sell |
3,145
-340
| -10% | -$9.14K | ﹤0.01% | 2120 |
|
|
2023
Q4 | $142K | Buy |
3,485
+207
| +6% | +$8.46K | ﹤0.01% | 1823 |
|
|
2023
Q3 | $93.6K | Buy |
3,278
+244
| +8% | +$6.96K | ﹤0.01% | 1855 |
|
|
2023
Q2 | $109K | Sell |
3,034
-606
| -17% | -$21.7K | ﹤0.01% | 1825 |
|
|
2023
Q1 | $57.8K | Buy |
3,640
+1,194
| +49% | +$19K | ﹤0.01% | 1942 |
|
|
2022
Q4 | $9.09K | Buy |
+2,446
| New | +$9.09K | ﹤0.01% | 2403 |
|
|
2022
Q3 | – | Sell |
-7,959
| Closed | -$252K | – | 1660 |
|
|
2022
Q2 | $252K | Buy |
+7,959
| New | +$252K | ﹤0.01% | 1290 |
|
|
2022
Q1 | – | Sell |
-2,621
| Closed | -$397K | – | 1622 |
|
|
2021
Q4 | $397K | Sell |
2,621
-2,493
| -49% | -$378K | 0.01% | 1188 |
|
|
2021
Q3 | $1.62M | Buy |
+5,114
| New | +$1.62M | 0.04% | 377 |
|