Shelton 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 | $1.16M | Hold |
18,000
| – | – | 0.03% | 262 |
|
|
2025
Q1 | $829K | Hold |
18,000
| – | – | 0.02% | 280 |
|
|
2024
Q4 | $1.11M | Sell |
18,000
-2,000
| -10% | -$123K | 0.03% | 262 |
|
|
2024
Q3 | $800K | Hold |
20,000
| – | – | 0.02% | 291 |
|
|
2024
Q2 | $472K | Hold |
20,000
| – | – | 0.01% | 348 |
|
|
2024
Q1 | $538K | Sell |
20,000
-200
| -1% | -$5.38K | 0.02% | 335 |
|
|
2023
Q4 | $825K | Buy |
+20,200
| New | +$825K | 0.03% | 277 |
|