Oppenheimer Asset Management’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 | $692K | Sell |
10,701
-13,651
| -56% | -$883K | 0.01% | 820 |
|
|
2025
Q1 | $1.12M | Buy |
24,352
+322
| +1% | +$14.8K | 0.01% | 691 |
|
|
2024
Q4 | $1.48M | Buy |
24,030
+3,379
| +16% | +$208K | 0.02% | 620 |
|
|
2024
Q3 | $826K | Buy |
+20,651
| New | +$826K | 0.01% | 763 |
|
|
2024
Q1 | – | Sell |
-4,958
| Closed | -$203K | – | 1169 |
|
|
2023
Q4 | $203K | Sell |
4,958
-2,789
| -36% | -$114K | ﹤0.01% | 1086 |
|
|
2023
Q3 | $221K | Buy |
+7,747
| New | +$221K | ﹤0.01% | 1028 |
|
|
2022
Q2 | – | Sell |
-3,010
| Closed | -$328K | – | 1222 |
|
|
2022
Q1 | $328K | Buy |
+3,010
| New | +$328K | ﹤0.01% | 1013 |
|
|
2021
Q4 | – | Sell |
-1,424
| Closed | -$451K | – | 1260 |
|
|
2021
Q3 | $451K | Sell |
1,424
-18,595
| -93% | -$5.89M | 0.01% | 963 |
|
|
2021
Q2 | $2.5M | Sell |
20,019
-232
| -1% | -$29K | 0.04% | 464 |
|
|
2021
Q1 | $2.61M | Buy |
20,251
+1,666
| +9% | +$215K | 0.04% | 435 |
|
|
2020
Q4 | $757K | Buy |
+18,585
| New | +$757K | 0.01% | 772 |
|