Advisory Services Network’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 | $278K | Buy |
|
|||||
|
2025
Q2 | $441K | Buy |
|
|||||
|
2025
Q1 | $236K | Buy |
|
|||||
|
2024
Q4 | $280K | Sell |
|
|||||
|
2024
Q3 | $293K | Hold |
|
|||||
|
2024
Q2 | $293K | Sell |
|
|||||
|
2024
Q1 | $337K | Sell |
|
|||||
|
2023
Q4 | $516K | Sell |
|
|||||
|
2023
Q3 | $1.4M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $595K | Buy |
|
|||||
|
2022
Q4 | $273K | Sell |
|
|||||
|
2022
Q3 | $907K | Buy |
|
|||||
|
2022
Q2 | $1.18M | Buy |
|
|||||
|
2022
Q1 | $2.19M | Buy |
|
|||||
|
2021
Q4 | $1.86M | Buy |
|
|||||
|
2021
Q3 | $2.61M | Buy |
|
|||||
|
2021
Q2 | $800K | Buy |
|