Nisa Investment 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 | $695K | Hold |
10,745
| – | – | ﹤0.01% | 914 |
|
|
2025
Q1 | $495K | Sell |
10,745
-506
| -4% | -$23.3K | ﹤0.01% | 1005 |
|
|
2024
Q4 | $693K | Sell |
11,251
-9,294
| -45% | -$572K | ﹤0.01% | 973 |
|
|
2024
Q3 | $822K | Buy |
20,545
+5
| +0% | +$200 | ﹤0.01% | 903 |
|
|
2024
Q2 | $485K | Sell |
20,540
-1,160
| -5% | -$27.4K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $584K | Sell |
21,700
-10
| -0% | -$269 | ﹤0.01% | 1029 |
|
|
2023
Q4 | $887K | Buy |
21,710
+19,313
| +806% | +$789K | 0.01% | 882 |
|
|
2023
Q3 | $68.4K | Sell |
2,397
-49,500
| -95% | -$1.41M | ﹤0.01% | 1635 |
|
|
2023
Q2 | $1.86M | Buy |
+51,897
| New | +$1.86M | 0.01% | 695 |
|
|
2022
Q4 | – | Sell |
-100,100
| Closed | -$2.25M | – | 2736 |
|
|
2022
Q3 | $2.25M | Buy |
100,100
+84,900
| +559% | +$1.91M | 0.02% | 595 |
|
|
2022
Q2 | $481K | Buy |
15,200
+13,100
| +624% | +$415K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $229K | Buy |
+2,100
| New | +$229K | ﹤0.01% | 1329 |
|