Toronto Dominion Bank’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 | $865K | Buy |
+13,369
| New | +$865K | ﹤0.01% | 915 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | – | – | 1567 |
|
|
2023
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1423 |
|
|
2022
Q3 | – | Sell |
-15,002
| Closed | -$474K | – | 1437 |
|
|
2022
Q2 | $474K | Buy |
15,002
+6,229
| +71% | +$197K | ﹤0.01% | 992 |
|
|
2022
Q1 | $957K | Sell |
8,773
-56,059
| -86% | -$6.12M | ﹤0.01% | 940 |
|
|
2021
Q4 | $9.81M | Buy |
+64,832
| New | +$9.81M | 0.01% | 510 |
|