Parallel Advisors’s Upstart Holdings UPST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.2K | Sell |
838
-70
| -8% | -$4.53K | ﹤0.01% | 1665 |
|
2025
Q1 | $41.8K | Sell |
908
-28
| -3% | -$1.29K | ﹤0.01% | 1724 |
|
2024
Q4 | $57.6K | Buy |
936
+45
| +5% | +$2.77K | ﹤0.01% | 1552 |
|
2024
Q3 | $35.6K | Sell |
891
-240
| -21% | -$9.6K | ﹤0.01% | 1788 |
|
2024
Q2 | $26.7K | Sell |
1,131
-116
| -9% | -$2.74K | ﹤0.01% | 1815 |
|
2024
Q1 | $33.5K | Buy |
1,247
+154
| +14% | +$4.14K | ﹤0.01% | 1690 |
|
2023
Q4 | $44.7K | Hold |
1,093
| – | – | ﹤0.01% | 1478 |
|
2023
Q3 | $31.2K | Sell |
1,093
-25
| -2% | -$714 | ﹤0.01% | 1626 |
|
2023
Q2 | $40K | Buy |
1,118
+123
| +12% | +$4.41K | ﹤0.01% | 1515 |
|
2023
Q1 | $15.8K | Buy |
995
+214
| +27% | +$3.4K | ﹤0.01% | 1941 |
|
2022
Q4 | $10.3K | Buy |
781
+16
| +2% | +$212 | ﹤0.01% | 2009 |
|
2022
Q3 | $16K | Buy |
765
+447
| +141% | +$9.35K | ﹤0.01% | 1775 |
|
2022
Q2 | $10K | Sell |
318
-238
| -43% | -$7.48K | ﹤0.01% | 1977 |
|
2022
Q1 | $63K | Sell |
556
-122
| -18% | -$13.8K | ﹤0.01% | 1178 |
|
2021
Q4 | $103K | Buy |
678
+178
| +36% | +$27K | ﹤0.01% | 997 |
|
2021
Q3 | $158K | Sell |
500
-24
| -5% | -$7.58K | 0.01% | 791 |
|
2021
Q2 | $66K | Buy |
524
+174
| +50% | +$21.9K | ﹤0.01% | 1095 |
|
2021
Q1 | $45K | Buy |
+350
| New | +$45K | ﹤0.01% | 1215 |
|