StoneX Group’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,800
| Closed | -$188K | – | 470 |
|
|
2023
Q1 | $188K | Buy |
+11,800
| New | +$188K | 0.11% | 300 |
|
|
2022
Q2 | – | Sell |
-3,016
| Closed | -$329K | – | 737 |
|
|
2022
Q1 | $329K | Buy |
3,016
+674
| +29% | +$73.5K | 0.03% | 393 |
|
|
2021
Q4 | $354K | Buy |
2,342
+935
| +66% | +$141K | 0.04% | 364 |
|
|
2021
Q3 | $445K | Buy |
+1,407
| New | +$445K | 0.06% | 279 |
|