Advisory Services Network’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 | $441K | Buy |
5,399
+272
| +5% | +$22.2K | 0.01% | 1217 |
|
|
2025
Q1 | $236K | Buy |
5,127
+573
| +13% | +$26.4K | ﹤0.01% | 1432 |
|
|
2024
Q4 | $280K | Sell |
4,554
-7,858
| -63% | -$484K | 0.01% | 1327 |
|
|
2024
Q3 | $293K | Hold |
12,412
| – | – | 0.01% | 1217 |
|
|
2024
Q2 | $293K | Sell |
12,412
-138
| -1% | -$3.26K | 0.01% | 1217 |
|
|
2024
Q1 | $337K | Sell |
12,550
-77
| -0.6% | -$2.07K | 0.01% | 1102 |
|
|
2023
Q4 | $516K | Sell |
12,627
-36,494
| -74% | -$1.49M | 0.01% | 892 |
|
|
2023
Q3 | $1.4M | Buy |
+49,121
| New | +$1.4M | 0.04% | 528 |
|
|
2023
Q2 | – | Sell |
-37,461
| Closed | -$595K | – | 3557 |
|
|
2023
Q1 | $595K | Buy |
37,461
+16,818
| +81% | +$267K | 0.02% | 827 |
|
|
2022
Q4 | $273K | Sell |
20,643
-22,984
| -53% | -$304K | 0.01% | 1125 |
|
|
2022
Q3 | $907K | Buy |
43,627
+6,443
| +17% | +$134K | 0.03% | 573 |
|
|
2022
Q2 | $1.18M | Buy |
37,184
+17,086
| +85% | +$540K | 0.04% | 512 |
|
|
2022
Q1 | $2.19M | Buy |
20,098
+7,825
| +64% | +$853K | 0.06% | 376 |
|
|
2021
Q4 | $1.86M | Buy |
12,273
+4,033
| +49% | +$610K | 0.05% | 421 |
|
|
2021
Q3 | $2.61M | Buy |
8,240
+1,835
| +29% | +$581K | 0.08% | 304 |
|
|
2021
Q2 | $800K | Buy |
+6,405
| New | +$800K | 0.03% | 689 |
|