Advisors Asset Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677K | Sell |
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|
2025
Q2 | $873K | Buy |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $93.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $10.6K | Sell |
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|
2023
Q2 | $22.3K | Sell |
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|
2023
Q1 | $15.9K | Sell |
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|
2022
Q4 | $13.8K | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $856K | Buy |
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