Allworth Financial’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 | $105K | Buy |
1,625
+1,452
| +839% | +$93.9K | ﹤0.01% | 1511 |
|
|
2025
Q1 | $8.09K | Sell |
173
-26
| -13% | -$1.22K | ﹤0.01% | 2515 |
|
|
2024
Q4 | $13.1K | Buy |
199
+25
| +14% | +$1.64K | ﹤0.01% | 2326 |
|
|
2024
Q3 | $6.96K | Hold |
174
| – | – | ﹤0.01% | 2420 |
|
|
2024
Q2 | $4.84K | Sell |
174
-32
| -16% | -$890 | ﹤0.01% | 2536 |
|
|
2024
Q1 | $5.54K | Buy |
206
+25
| +14% | +$672 | ﹤0.01% | 2369 |
|
|
2023
Q4 | $7.39K | Buy |
181
+80
| +79% | +$3.27K | ﹤0.01% | 2105 |
|
|
2023
Q3 | $2.88K | Buy |
101
+51
| +102% | +$1.45K | ﹤0.01% | 2369 |
|
|
2023
Q2 | $1.79K | Sell |
50
-79
| -61% | -$2.83K | ﹤0.01% | 2528 |
|
|
2023
Q1 | $2.05K | Buy |
129
+66
| +105% | +$1.05K | ﹤0.01% | 2399 |
|
|
2022
Q4 | $833 | Buy |
63
+43
| +215% | +$569 | ﹤0.01% | 2526 |
|
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 3126 |
|
|
2022
Q2 | $1K | Sell |
20
-2
| -9% | -$100 | ﹤0.01% | 2279 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1835 |
|
|
2021
Q4 | $3K | Sell |
22
-60
| -73% | -$8.18K | ﹤0.01% | 1679 |
|
|
2021
Q3 | $26K | Buy |
+82
| New | +$26K | ﹤0.01% | 954 |
|