Pathstone Holdings’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 | $24.9M | Sell |
384,683
-2,685
| -0.7% | -$174K | 0.1% | 137 |
|
|
2025
Q1 | $17.8M | Sell |
387,368
-8,728
| -2% | -$402K | 0.08% | 193 |
|
|
2024
Q4 | $24.9M | Sell |
396,096
-312
| -0.1% | -$19.6K | 0.11% | 124 |
|
|
2024
Q3 | $15.9M | Buy |
396,408
+1,119
| +0.3% | +$44.8K | 0.07% | 204 |
|
|
2024
Q2 | $9.32M | Sell |
395,289
-476
| -0.1% | -$11.2K | 0.04% | 318 |
|
|
2024
Q1 | $10.6M | Buy |
395,765
+220
| +0.1% | +$5.92K | 0.05% | 284 |
|
|
2023
Q4 | $16.2M | Buy |
+395,545
| New | +$16.2M | 0.09% | 167 |
|