SVB Wealth’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 | – | Sell |
-21,224
| Closed | -$977K | – | 1562 |
|
|
2025
Q1 | $977K | Buy |
21,224
+14
| +0.1% | +$644 | 0.04% | 162 |
|
|
2024
Q4 | $1.31M | Buy |
+21,210
| New | +$1.31M | 0.02% | 275 |
|
|
2024
Q3 | – | Sell |
-26,300
| Closed | -$620K | – | 578 |
|
|
2024
Q2 | $620K | Sell |
26,300
-5,056
| -16% | -$119K | 0.02% | 390 |
|
|
2024
Q1 | $843K | Sell |
31,356
-21,213
| -40% | -$570K | 0.02% | 379 |
|
|
2023
Q4 | $2.15M | Buy |
52,569
+26,133
| +99% | +$1.07M | 0.05% | 232 |
|
|
2023
Q3 | $754K | Sell |
26,436
-9
| -0% | -$257 | 0.02% | 362 |
|
|
2023
Q2 | $947K | Sell |
26,445
-471
| -2% | -$16.9K | 0.02% | 353 |
|
|
2023
Q1 | $428K | Sell |
26,916
-469
| -2% | -$7.45K | 0.01% | 586 |
|
|
2022
Q4 | $362K | Sell |
27,385
-56
| -0.2% | -$740 | ﹤0.01% | 663 |
|
|
2022
Q3 | $571K | Buy |
+27,441
| New | +$571K | 0.01% | 493 |
|