Triumph 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,810
| Closed | -$172K | – | 248 |
|
|
2023
Q1 | $172K | Sell |
10,810
-16,920
| -61% | -$269K | 0.09% | 181 |
|
|
2022
Q4 | $367K | Sell |
27,730
-9,517
| -26% | -$126K | 0.2% | 116 |
|
|
2022
Q3 | $774K | Buy |
37,247
+18,137
| +95% | +$377K | 0.42% | 54 |
|
|
2022
Q2 | $604K | Buy |
19,110
+12,416
| +185% | +$392K | 0.32% | 70 |
|
|
2022
Q1 | $730K | Buy |
6,694
+1,937
| +41% | +$211K | 0.32% | 74 |
|
|
2021
Q4 | $720K | Buy |
+4,757
| New | +$720K | 0.31% | 77 |
|
|
2021
Q3 | – | Sell |
-6,833
| Closed | -$773K | – | 213 |
|
|
2021
Q2 | $773K | Buy |
+6,833
| New | +$773K | 0.45% | 54 |
|