Tower Research Capital (TRC)’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 | $802K | Buy |
12,394
+10,153
| +453% | +$657K | 0.02% | 661 |
|
|
2025
Q1 | $103K | Sell |
2,241
-2,131
| -49% | -$98.1K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $269K | Sell |
4,372
-8,409
| -66% | -$518K | 0.01% | 1500 |
|
|
2024
Q3 | $511K | Sell |
12,781
-2,699
| -17% | -$108K | 0.01% | 851 |
|
|
2024
Q2 | $365K | Buy |
15,480
+12,611
| +440% | +$297K | 0.01% | 1597 |
|
|
2024
Q1 | $77.1K | Sell |
2,869
-69,312
| -96% | -$1.86M | ﹤0.01% | 1984 |
|
|
2023
Q4 | $2.95M | Buy |
72,181
+71,201
| +7,265% | +$2.91M | 0.04% | 400 |
|
|
2023
Q3 | $28K | Sell |
980
-2,174
| -69% | -$62K | ﹤0.01% | 3079 |
|
|
2023
Q2 | $113K | Sell |
3,154
-7,634
| -71% | -$273K | ﹤0.01% | 1931 |
|
|
2023
Q1 | $171K | Buy |
10,788
+4,937
| +84% | +$78.3K | 0.01% | 1457 |
|
|
2022
Q4 | $77K | Sell |
5,851
-13,517
| -70% | -$178K | ﹤0.01% | 2035 |
|
|
2022
Q3 | $402K | Sell |
19,368
-5,426
| -22% | -$113K | 0.01% | 1310 |
|
|
2022
Q2 | $783K | Buy |
24,794
+15,860
| +178% | +$501K | 0.02% | 842 |
|
|
2022
Q1 | $975K | Buy |
8,934
+8,226
| +1,162% | +$898K | 0.01% | 796 |
|
|
2021
Q4 | $107K | Sell |
708
-5,257
| -88% | -$794K | ﹤0.01% | 2183 |
|
|
2021
Q3 | $1.89M | Sell |
5,965
-30,113
| -83% | -$9.53M | 0.05% | 285 |
|
|
2021
Q2 | $4.51M | Buy |
36,078
+33,914
| +1,567% | +$4.24M | 0.12% | 117 |
|
|
2021
Q1 | $279K | Buy |
2,164
+1,740
| +410% | +$224K | ﹤0.01% | 1731 |
|
|
2020
Q4 | $17K | Buy |
+424
| New | +$17K | ﹤0.01% | 3980 |
|