SG Americas Securities’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 | $5.42M | Buy |
83,766
+48,162
| +135% | +$3.12M | 0.02% | 411 |
|
|
2025
Q1 | $1.64M | Buy |
+35,604
| New | +$1.64M | 0.01% | 790 |
|
|
2024
Q4 | – | Sell |
-4,134
| Closed | -$165K | – | 3161 |
|
|
2024
Q3 | $165K | Sell |
4,134
-144,080
| -97% | -$5.75M | ﹤0.01% | 2353 |
|
|
2024
Q2 | $3.5M | Buy |
148,214
+120,871
| +442% | +$2.85M | 0.02% | 656 |
|
|
2024
Q1 | $735K | Sell |
27,343
-6,451
| -19% | -$173K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $1.38M | Buy |
33,794
+7,404
| +28% | +$303K | 0.01% | 767 |
|
|
2023
Q3 | $753K | Buy |
26,390
+19,445
| +280% | +$555K | 0.01% | 1372 |
|
|
2023
Q2 | $249K | Sell |
6,945
-1,002,188
| -99% | -$35.9M | ﹤0.01% | 1494 |
|
|
2023
Q1 | $16M | Sell |
1,009,133
-24,474
| -2% | -$389K | 0.19% | 71 |
|
|
2022
Q4 | $13.7M | Buy |
1,033,607
+320,686
| +45% | +$4.24M | 0.17% | 79 |
|
|
2022
Q3 | $14.8M | Buy |
712,921
+598,684
| +524% | +$12.4M | 0.18% | 78 |
|
|
2022
Q2 | $3.61M | Buy |
114,237
+102,783
| +897% | +$3.25M | 0.04% | 356 |
|
|
2022
Q1 | $1.25M | Buy |
11,454
+3,610
| +46% | +$394K | 0.01% | 1111 |
|
|
2021
Q4 | $1.19M | Sell |
7,844
-1,789
| -19% | -$271K | 0.01% | 1383 |
|
|
2021
Q3 | $3.05M | Buy |
9,633
+7,121
| +283% | +$2.25M | 0.01% | 821 |
|
|
2021
Q2 | $314K | Sell |
2,512
-5,286
| -68% | -$661K | ﹤0.01% | 1936 |
|
|
2021
Q1 | $1.01M | Buy |
+7,798
| New | +$1.01M | 0.01% | 1391 |
|