Rafferty Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,747
| Closed | -$419K | – | 1193 |
|
|
2024
Q2 | $419K | Buy |
17,747
+2,388
| +16% | +$56.3K | ﹤0.01% | 982 |
|
|
2024
Q1 | $413K | Sell |
15,359
-1,803
| -11% | -$48.5K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $701K | Sell |
17,162
-7,268
| -30% | -$297K | ﹤0.01% | 891 |
|
|
2023
Q3 | $697K | Sell |
24,430
-299
| -1% | -$8.53K | ﹤0.01% | 870 |
|
|
2023
Q2 | $886K | Buy |
+24,729
| New | +$886K | 0.01% | 851 |
|
|
2022
Q3 | – | Sell |
-23,710
| Closed | -$750K | – | 1253 |
|
|
2022
Q2 | $750K | Sell |
23,710
-930
| -4% | -$29.4K | 0.01% | 725 |
|
|
2022
Q1 | $2.69M | Buy |
24,640
+577
| +2% | +$62.9K | 0.02% | 528 |
|
|
2021
Q4 | $3.64M | Buy |
24,063
+2,414
| +11% | +$365K | 0.02% | 488 |
|
|
2021
Q3 | $6.85M | Buy |
21,649
+14,692
| +211% | +$4.65M | 0.05% | 236 |
|
|
2021
Q2 | $869K | Sell |
6,957
-31
| -0.4% | -$3.87K | 0.01% | 959 |
|
|
2021
Q1 | $900K | Buy |
+6,988
| New | +$900K | 0.01% | 795 |
|