Advisors Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
13,500
+520
| +4% | +$33.6K | 0.02% | 807 |
|
|
2025
Q1 | $597K | Buy |
12,980
+11,460
| +754% | +$528K | 0.01% | 896 |
|
|
2024
Q4 | $93.6K | Buy |
+1,520
| New | +$93.6K | ﹤0.01% | 1235 |
|
|
2023
Q4 | – | Sell |
-371
| Closed | -$10.6K | – | 1444 |
|
|
2023
Q3 | $10.6K | Sell |
371
-252
| -40% | -$7.19K | ﹤0.01% | 1382 |
|
|
2023
Q2 | $22.3K | Sell |
623
-375
| -38% | -$13.4K | ﹤0.01% | 1363 |
|
|
2023
Q1 | $15.9K | Sell |
998
-48
| -5% | -$763 | ﹤0.01% | 1394 |
|
|
2022
Q4 | $13.8K | Sell |
1,046
-4,097
| -80% | -$54.2K | ﹤0.01% | 1443 |
|
|
2022
Q3 | $107K | Buy |
5,143
+366
| +8% | +$7.62K | ﹤0.01% | 1248 |
|
|
2022
Q2 | $151K | Buy |
4,777
+193
| +4% | +$6.1K | ﹤0.01% | 1215 |
|
|
2022
Q1 | $500K | Buy |
4,584
+365
| +9% | +$39.8K | 0.01% | 1012 |
|
|
2021
Q4 | $638K | Buy |
4,219
+1,514
| +56% | +$229K | 0.01% | 938 |
|
|
2021
Q3 | $856K | Buy |
+2,705
| New | +$856K | 0.01% | 866 |
|