Ameriprise’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 | $3.41M | Sell |
52,793
-6,336
| -11% | -$410K | ﹤0.01% | 2632 |
|
|
2025
Q1 | $2.72M | Sell |
59,129
-5,148
| -8% | -$237K | ﹤0.01% | 2711 |
|
|
2024
Q4 | $3.96M | Buy |
64,277
+48,427
| +306% | +$2.98M | ﹤0.01% | 2509 |
|
|
2024
Q3 | $634K | Sell |
15,850
-1,621
| -9% | -$64.9K | ﹤0.01% | 3392 |
|
|
2024
Q2 | $412K | Buy |
17,471
+193
| +1% | +$4.55K | ﹤0.01% | 3484 |
|
|
2024
Q1 | $465K | Sell |
17,278
-4,885
| -22% | -$131K | ﹤0.01% | 3442 |
|
|
2023
Q4 | $906K | Sell |
22,163
-10,772
| -33% | -$440K | ﹤0.01% | 3222 |
|
|
2023
Q3 | $940K | Sell |
32,935
-3,213
| -9% | -$91.7K | ﹤0.01% | 3172 |
|
|
2023
Q2 | $1.29M | Buy |
36,148
+5,365
| +17% | +$192K | ﹤0.01% | 3068 |
|
|
2023
Q1 | $489K | Buy |
30,783
+2,384
| +8% | +$37.9K | ﹤0.01% | 3435 |
|
|
2022
Q4 | $368K | Buy |
28,399
+1,302
| +5% | +$16.9K | ﹤0.01% | 3514 |
|
|
2022
Q3 | $563K | Sell |
27,097
-34,694
| -56% | -$721K | ﹤0.01% | 3343 |
|
|
2022
Q2 | $1.92M | Sell |
61,791
-9,829
| -14% | -$305K | ﹤0.01% | 2824 |
|
|
2022
Q1 | $7.44M | Buy |
71,620
+26,940
| +60% | +$2.8M | ﹤0.01% | 2151 |
|
|
2021
Q4 | $6.79M | Sell |
44,680
-11,837
| -21% | -$1.8M | ﹤0.01% | 2250 |
|
|
2021
Q3 | $17.9M | Sell |
56,517
-439,191
| -89% | -$139M | 0.01% | 1347 |
|
|
2021
Q2 | $61.9M | Sell |
495,708
-280,445
| -36% | -$35M | 0.02% | 695 |
|
|
2021
Q1 | $100M | Buy |
776,153
+391,627
| +102% | +$50.5M | 0.03% | 508 |
|
|
2020
Q4 | $15.2M | Buy |
+384,526
| New | +$15.2M | 0.01% | 1435 |
|