RhumbLine Advisers’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 | $8.44M | Buy |
130,464
+13,157
| +11% | +$851K | 0.01% | 1137 |
|
|
2025
Q1 | $5.4M | Buy |
117,307
+5,160
| +5% | +$238K | 0.01% | 1322 |
|
|
2024
Q4 | $6.9M | Buy |
112,147
+3,922
| +4% | +$241K | 0.01% | 1250 |
|
|
2024
Q3 | $4.33M | Sell |
108,225
-5,472
| -5% | -$219K | ﹤0.01% | 1503 |
|
|
2024
Q2 | $2.68M | Buy |
113,697
+7,386
| +7% | +$174K | ﹤0.01% | 1730 |
|
|
2024
Q1 | $2.86M | Buy |
106,311
+3,288
| +3% | +$88.4K | ﹤0.01% | 1718 |
|
|
2023
Q4 | $4.21M | Sell |
103,023
-128
| -0.1% | -$5.23K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $2.94M | Buy |
103,151
+1,860
| +2% | +$53.1K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $3.63M | Buy |
101,291
+27,073
| +36% | +$969K | ﹤0.01% | 1576 |
|
|
2023
Q1 | $1.18M | Sell |
74,218
-216
| -0.3% | -$3.43K | ﹤0.01% | 2052 |
|
|
2022
Q4 | $984K | Buy |
74,434
+1,362
| +2% | +$18K | ﹤0.01% | 2137 |
|
|
2022
Q3 | $1.52M | Buy |
73,072
+2,810
| +4% | +$58.4K | ﹤0.01% | 1922 |
|
|
2022
Q2 | $2.22M | Buy |
70,262
+25,666
| +58% | +$812K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $4.87M | Buy |
44,596
+485
| +1% | +$52.9K | 0.01% | 1329 |
|
|
2021
Q4 | $6.67M | Buy |
44,111
+2,352
| +6% | +$356K | 0.01% | 1200 |
|
|
2021
Q3 | $13.2M | Buy |
41,759
+29,155
| +231% | +$9.23M | 0.02% | 804 |
|
|
2021
Q2 | $1.57M | Sell |
12,604
-1,601
| -11% | -$200K | ﹤0.01% | 2059 |
|
|
2021
Q1 | $1.83M | Buy |
+14,205
| New | +$1.83M | ﹤0.01% | 1961 |
|