Rockefeller Capital Management’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 | $1.21M | Sell |
18,751
-2,653
| -12% | -$172K | ﹤0.01% | 1264 |
|
|
2025
Q1 | $985K | Buy |
+21,404
| New | +$985K | ﹤0.01% | 1267 |
|
|
2024
Q2 | – | Sell |
-15,189
| Closed | -$408K | – | 1735 |
|
|
2024
Q1 | $408K | Sell |
15,189
-3,171
| -17% | -$85.3K | ﹤0.01% | 1525 |
|
|
2023
Q4 | $750K | Sell |
18,360
-570
| -3% | -$23.3K | ﹤0.01% | 1239 |
|
|
2023
Q3 | $540K | Sell |
18,930
-1,316
| -7% | -$37.6K | ﹤0.01% | 1270 |
|
|
2023
Q2 | $725K | Buy |
20,246
+459
| +2% | +$16.4K | ﹤0.01% | 1208 |
|
|
2023
Q1 | $314K | Sell |
19,787
-3,965
| -17% | -$62.9K | ﹤0.01% | 1556 |
|
|
2022
Q4 | $314K | Sell |
23,752
-18,956
| -44% | -$251K | ﹤0.01% | 1456 |
|
|
2022
Q3 | $887K | Buy |
42,708
+2,260
| +6% | +$46.9K | ﹤0.01% | 1058 |
|
|
2022
Q2 | $1.28M | Buy |
40,448
+33,332
| +468% | +$1.05M | 0.01% | 921 |
|
|
2022
Q1 | $776K | Buy |
7,116
+3,151
| +79% | +$344K | ﹤0.01% | 1152 |
|
|
2021
Q4 | $599K | Buy |
3,965
+1,614
| +69% | +$244K | ﹤0.01% | 1252 |
|
|
2021
Q3 | $743K | Buy |
2,351
+416
| +21% | +$131K | ﹤0.01% | 1108 |
|
|
2021
Q2 | $241K | Buy |
+1,935
| New | +$241K | ﹤0.01% | 1444 |
|