Sandy Spring Bank’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40
| Closed | -$1.08K | – | 1340 |
|
|
2024
Q1 | $1.08K | Sell |
40
-17
| -30% | -$457 | ﹤0.01% | 1107 |
|
|
2023
Q4 | $2.33K | Hold |
57
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q3 | $1.63K | Hold |
57
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q2 | $2.04K | Hold |
57
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q1 | $906 | Hold |
57
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q4 | $754 | Hold |
57
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 947 |
|
|
2021
Q4 | $9K | Sell |
57
-75
| -57% | -$11.8K | ﹤0.01% | 932 |
|
|
2021
Q3 | $42K | Buy |
132
+75
| +132% | +$23.9K | ﹤0.01% | 595 |
|
|
2021
Q2 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 947 |
|