Perennial Investment Advisors’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 | $294K | Sell |
4,540
-80
| -2% | -$5.17K | 0.03% | 347 |
|
|
2025
Q1 | $213K | Hold |
4,620
| – | – | 0.02% | 394 |
|
|
2024
Q4 | $284K | Buy |
+4,620
| New | +$284K | 0.03% | 303 |
|
|
2022
Q2 | – | Sell |
-2,259
| Closed | -$245K | – | 223 |
|
|
2022
Q1 | $245K | Buy |
2,259
+44
| +2% | +$4.77K | 0.08% | 181 |
|
|
2021
Q4 | $335K | Sell |
2,215
-1,070
| -33% | -$162K | 0.1% | 160 |
|
|
2021
Q3 | $1.04M | Buy |
3,285
+1,168
| +55% | +$370K | 0.37% | 61 |
|
|
2021
Q2 | $264K | Buy |
+2,117
| New | +$264K | 0.1% | 169 |
|