Russell Investments Group’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 | $520K | Buy |
8,037
+4,021
| +100% | +$260K | ﹤0.01% | 2327 |
|
|
2025
Q1 | $185K | Buy |
4,016
+3,045
| +314% | +$140K | ﹤0.01% | 2618 |
|
|
2024
Q4 | $59.8K | Buy |
971
+699
| +257% | +$43K | ﹤0.01% | 2786 |
|
|
2024
Q3 | $10.9K | Buy |
272
+212
| +353% | +$8.48K | ﹤0.01% | 3063 |
|
|
2024
Q2 | $1.42K | Hold |
60
| – | – | ﹤0.01% | 3393 |
|
|
2024
Q1 | $1.61K | Sell |
60
-87
| -59% | -$2.34K | ﹤0.01% | 3092 |
|
|
2023
Q4 | $6.01K | Sell |
147
-412
| -74% | -$16.8K | ﹤0.01% | 2890 |
|
|
2023
Q3 | $16K | Sell |
559
-1,711
| -75% | -$48.8K | ﹤0.01% | 2918 |
|
|
2023
Q2 | $81.3K | Buy |
2,270
+488
| +27% | +$17.5K | ﹤0.01% | 2642 |
|
|
2023
Q1 | $28.3K | Sell |
1,782
-5,582
| -76% | -$88.7K | ﹤0.01% | 2778 |
|
|
2022
Q4 | $97.4K | Hold |
7,364
| – | – | ﹤0.01% | 2678 |
|
|
2022
Q3 | $151K | Buy |
7,364
+2,997
| +69% | +$61.5K | ﹤0.01% | 2600 |
|
|
2022
Q2 | $136K | Buy |
4,367
+2,644
| +153% | +$82.3K | ﹤0.01% | 2615 |
|
|
2022
Q1 | $187K | Buy |
1,723
+1,125
| +188% | +$122K | ﹤0.01% | 2474 |
|
|
2021
Q4 | $92K | Sell |
598
-6,898
| -92% | -$1.06M | ﹤0.01% | 2848 |
|
|
2021
Q3 | $2.4M | Buy |
+7,496
| New | +$2.4M | ﹤0.01% | 1724 |
|