OQS
Occudo Quantitative Strategies’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,698
| Closed | -$932K | – | 906 |
|
|
2025
Q1 | $932K | Buy |
+19,698
| New | +$932K | 0.12% | 237 |
|
|
2024
Q4 | – | Sell |
-16,263
| Closed | -$651K | – | 968 |
|
|
2024
Q3 | $651K | Buy |
+16,263
| New | +$651K | 0.12% | 215 |
|
|
2024
Q1 | – | Sell |
-42,388
| Closed | -$1.73M | – | 1042 |
|
|
2023
Q4 | $1.73M | Buy |
+42,388
| New | +$1.73M | 0.24% | 113 |
|
|
2022
Q4 | – | Sell |
-95,469
| Closed | -$1.99M | – | 1395 |
|
|
2022
Q3 | $1.99M | Buy |
95,469
+60,513
| +173% | +$1.26M | 0.15% | 187 |
|
|
2022
Q2 | $1.11M | Buy |
+34,956
| New | +$1.11M | 0.09% | 353 |
|
|
2021
Q4 | – | Sell |
-3,765
| Closed | -$1.19M | – | 1258 |
|
|
2021
Q3 | $1.19M | Sell |
3,765
-24,285
| -87% | -$7.68M | 0.14% | 216 |
|
|
2021
Q2 | $3.5M | Buy |
+28,050
| New | +$3.5M | 0.54% | 5 |
|