Y-Intercept (HK)’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 | $8.3M | Buy |
+128,377
| New | +$8.3M | 0.2% | 105 |
|
|
2024
Q4 | – | Sell |
-10,759
| Closed | -$430K | – | 1682 |
|
|
2024
Q3 | $430K | Buy |
+10,759
| New | +$430K | 0.03% | 846 |
|
|
2024
Q1 | – | Sell |
-11,434
| Closed | -$467K | – | 1781 |
|
|
2023
Q4 | $467K | Buy |
+11,434
| New | +$467K | 0.04% | 630 |
|
|
2022
Q1 | – | Sell |
-5,514
| Closed | -$834K | – | 971 |
|
|
2021
Q4 | $834K | Buy |
+5,514
| New | +$834K | 0.2% | 146 |
|