Seven Eight Capital’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-56,233
| Closed | -$2.25M | – | 621 |
|
|
2024
Q3 | $2.25M | Sell |
56,233
-167,375
| -75% | -$6.7M | 0.2% | 155 |
|
|
2024
Q2 | $5.27M | Buy |
223,608
+34,223
| +18% | +$807K | 0.55% | 19 |
|
|
2024
Q1 | $5.09M | Buy |
189,385
+147,213
| +349% | +$3.96M | 0.53% | 40 |
|
|
2023
Q4 | $1.72M | Sell |
42,172
-63,511
| -60% | -$2.6M | 0.2% | 147 |
|
|
2023
Q3 | $3.02M | Buy |
105,683
+50,702
| +92% | +$1.45M | 0.35% | 66 |
|
|
2023
Q2 | $1.97M | Sell |
54,981
-5,492
| -9% | -$197K | 0.33% | 98 |
|
|
2023
Q1 | $961K | Sell |
60,473
-10,939
| -15% | -$174K | 0.2% | 140 |
|
|
2022
Q4 | $944K | Sell |
71,412
-13,317
| -16% | -$176K | 0.25% | 133 |
|
|
2022
Q3 | $1.76M | Buy |
+84,729
| New | +$1.76M | 0.35% | 80 |
|
|
2022
Q1 | – | Sell |
-16,478
| Closed | -$2.49M | – | 699 |
|
|
2021
Q4 | $2.49M | Buy |
+16,478
| New | +$2.49M | 0.45% | 56 |
|
|
2021
Q3 | – | Sell |
-1,669
| Closed | -$208K | – | 732 |
|
|
2021
Q2 | $208K | Buy |
+1,669
| New | +$208K | 0.03% | 553 |
|