Prime Capital 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 | $620K | Sell |
9,592
-1,902
| -17% | -$123K | 0.01% | 554 |
|
|
2025
Q1 | $529K | Buy |
11,494
+1,931
| +20% | +$88.9K | 0.01% | 655 |
|
|
2024
Q4 | $589K | Buy |
9,563
+189
| +2% | +$11.6K | 0.01% | 536 |
|
|
2024
Q3 | $375K | Sell |
9,374
-5
| -0.1% | -$200 | 0.01% | 663 |
|
|
2024
Q2 | $221K | Sell |
9,379
-1,208
| -11% | -$28.5K | ﹤0.01% | 822 |
|
|
2024
Q1 | $285K | Sell |
10,587
-168
| -2% | -$4.52K | ﹤0.01% | 788 |
|
|
2023
Q4 | $439K | Buy |
10,755
+2,038
| +23% | +$83.3K | 0.01% | 605 |
|
|
2023
Q3 | $249K | Buy |
8,717
+4
| +0% | +$114 | 0.01% | 636 |
|
|
2023
Q2 | $312K | Buy |
+8,713
| New | +$312K | 0.01% | 595 |
|