Oakworth Capital’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$1.79K | – | 644 |
|
|
2023
Q2 | $1.79K | Hold |
50
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $795 | Hold |
50
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $661 | Hold |
50
| – | – | ﹤0.01% | 553 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 506 |
|